I don't know if they have resolved it yet, but I found that it doesn't work on our reseller's license for Sage 100. Spent quite a bit of time with tech support trying to resolve that a few months back and got nowhere.
I'm one of those people that I don't like to roll something out like that to my clients until I have had a chance to play with it and fully understand it.
I did try it with one client and we got a surprise in that it apparently communicates with their bank in the middle of the night. I mistakenly thought you had to click a button to get it to synchronize. Bank called and thought they were being hacked. Client panicked and changed their password with the bank. Bank feeds continued to try to connect and locked up their account because of bad login attempts. :(
That's why I like to play with it first.
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Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
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Original Message:
Sent: 12-12-2019 09:37
From: Michelle Taylor
Subject: Bank Feeds
Well..yeah...I think so.
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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
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Original Message:
Sent: 12-12-2019 09:10
From: Beth Bowers
Subject: Bank Feeds
I assume I have to (ugh) call them in order to be able to link it?
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Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
Original Message:
Sent: 12-12-2019 08:28
From: Michelle Taylor
Subject: Bank Feeds
Same thing happened with my customer - he had patience to click to connect about 300 times to get it to work and enter the correct password (I think they only got connected to log in 4 times). It was a success! They now have no issues, it works beautifully! We had a few sessions with 2 Sage Engineers to no avail, it was his patience that worked. I highly encourage you to open a Case with Sage and link to 8007796034.
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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772