Process
- How do I upload?
- Is this something that I need to complete monthly and maybe with or separate to my Month End Reconciliation?
- What happens if I reconcile my accounts again after the submission has been made? Can I submit again?
- Can I submit my data anytime or will I receive reminders?
- What happens if I change account packages? Will this still work?
- What do I need to upload data?
- Should I be taking a backup of the system before uploading?
- What happens if the upload doesn’t work?
- How will I know that Barclays have received my data?
- Will my systems be out of action while using the service?