Bank Connection
Connecting bank accounts for automatic transaction retrieval and payment matching with invoices. The connection is made securely via GoCardless service with authorization directly on your bank's website.
Screenshots and a more detailed guide are coming soon.
Connecting a bank
On the Profile page, click 'Connect bank' in the notification box with the text 'Connect your bank to automatically retrieve transactions from all your accounts.' The 'Bank Requisition' page opens with a bank selector. Select your bank from the list and click 'Save'. You will be redirected to your bank's page to authorize access.
Authorizing access
After selecting the bank and saving, you will be redirected to your bank's website (via GoCardless). Log into your internet banking and approve access to account information. After successful authorization, the requisition status changes to 'Succeeded' (SU) and all your bank accounts are automatically loaded.
Downloading transactions
After connection, transactions are downloaded automatically. In Settings → Transactions, you see a list of all downloaded transactions with details: date, amount, counterparty name, variable symbol, and status (New / Paired / Partially Paired / Internal). Download can also be triggered manually.
Renewing bank access
Bank consent has a limited validity period. When it expires, you receive an email with the subject 'Bank Consent Renewal' and a warning that transaction synchronization is suspended. Click the 'Renew Bank Access' button in the email and go through the authorization process with your bank again.