Prerequisites

• The bank statement is obtained.

Configuration Process

Navigate to Fund level > Feeds > Feeds Console

1. Click on +New.
2. Click on New Cash Feed
   
   
   
   
3. Fill in the information on the Configuration page
4. Enter BSB ^# and Account Number
5. Select Product^# from drop-down list
6. Select the supported Data Source
7. Follow the Authority Process on setting up the data feed
   Click on "Help on this automated feed" link to guide through to user guide.^{^}
8. Click "Activate"
   
   

^#The relevant bank name and branch name will populate automatically when the BSB number is entered.
Some BSB numbers are shared by different bank and the correct product will need to select from the drop-down if available.

⁺If the product selected is not currently supported for automated data feed in Class, it will show (when available).