Why follow this guide?
- To have the appropriate, specific file information to complete reconciliation for specialised services that you have access to.
Steps to retrieve Financial files
Make sure you’re logged into NAB Connect to get started.
- From the Services menu select ‘Financial file transfer’.
- From the Mailbox drop-down list, select the relevant mailbox.
- Select Display to view all your files in the mailbox.
- Select the 'filename' link to save the report.
Please note
Reports available via this service include:
| Service | Description |
|---|---|
| Account Information | Daily files in NAI or BAI format containing information such as transactions, closing balance, and interest for a single day (Required if you want to import this information from NAB Connect to other accounting packages). |
| Registered BPAY® Biller code | A daily transaction report is delivered in Biller Remittance Report (BRR) and Biller Remittance File (BRF) formats along with a monthly Biller Remittance Statement. |
| Direct Entry Returns | A report containing any transactions that are processed using your Direct Entry Credit or Debit User ID that are subsequently returned to you from the receiving financial institution. |
| HICAPS claims | Daily and monthly reports including patient claims sent to both health insurance providers and medical practitioners. |
| EFTPOS transactions | Daily transaction reports for domestic and multi-currency facilities. |
| Term Deposit Summary | A consolidated report of your Term Deposit accounts containing information such as account number, term of deposit, interest rate, expected interest yield at maturity, customer number and rollover instructions. |
Related guides
See some of our other guides to help you get the most out of NAB Connect.
NAB Connect File format guides
Download sample files for NAB Connect or read the file guidelines.
Set up automated reporting
Learn how to set up automated reporting in NAB Connect.
Upload a Financial file
Use our guide to upload a Financial file in NAB Connect.
Contact us for NAB Connect enquiries
Call us
Monday to Friday, 7:30am to 8:00pm (AEST/AEDT)
Saturday, 9:00am to 2:00pm (AEST/AEDT)
Within Australia: 1300 888 413
Overseas: +61 3 8641 9930
Important information
Apologies but the Important Information section you are trying to view is not displaying properly at the moment. Please refresh the page or try again later.
BPAY® is registered to BPAY Pty Ltd ABN 69 079 137 518.