Credit Card Feeds

I just checked and looks like our feed refreshed fine.

I remember CC feed not refreshing in the past, but many people were affected. I would start a support call, and if anyone else is having a problem hopefully they reply here and start calling support as well.

We haven't had a successful feed since Jan 23, 2022. It says it's successful, but it won't refresh any transactions past Jan 23. Our 40 credits cards are through a local bank which is serviced through mycardstatement.com. We've had this happen several times before, and it eventually resolved after a week or so. It's never gone on this long. I have an open case with BB, but not much progress is being made. Our 40 credits cards are through a local bank which is serviced through mycardstatement.com. I'm thinking that mycardstatement.com is not particularly mainstream. I'm wondering if mycardstatement.com makes changes and Yodlee doesn't catch up to those changes. I'm curious if this issue occurs with more mainstream cards. I'm trying to decide if it's time to change credit cards.

Roberta, We have had the same issue with BB credit card feed since January - not refreshing. What bank do you use? We use Bank of America. Since AP is manually putting them in AP are you asking the users for the receipts and attaching them in AP

We are new to BB since December of 2021. We haven't had a ton of success with credit card feeds either. We had a bunch of feed errors where transactions were coming up for incorrect card holders, feed were not successfully coming through, duplicate charges were showing up. I tried relinking and had to abandon because it created duplicate credit card holders. We have had several tickets and several different people “looking into it” and we are still experiencing issues. We have to manually input the transactions that don't come through the CC feed in AP. It is frustrating that these issues don't seem to be getting resolved, and at this point they have stopped communicating with us about them. We were also hoping to enable the Expense Management module, but with the credit card feed issues, not sure how that would be possible.

Thank you so much for providing this feedback, Kim! Sometimes it helps to know that we are not alone. Since we are new to the system, we weren't sure if it was “user” error, and we were doing something wrong or if the problem was beyond our control. We really just wanted someone to tell us that the issue existed, and we needed to work around it, so we could just move on instead of waiting for it to get resolved. So, thank you so much for providing that feedback! We have now moved on and figured out some work arounds.

On that note I am curious, Kim, sounds like you have the expense management module enabled. Is that correct? Also, curious how do you reconcile before telling your user to submit charges? We need to figure out how to do that so we can enable our expense management module as well. Any helpful hints you can provide would be greatly appreciated. Thank you!