First you need to purchase a bank feed, view this video how to purchase a new bank feed.
Once purchased, please follow the below steps:
To set up the feeds
Please note that the Admin Accountants, as well as Accountants will be able to set up bank feeds once purchased. Please click on this article to enable permissions for accountants to set up bank feeds.
Step 1 - Ensure the Bank account has been setup in Bookkeeping
Navigation: Bookkeeping > Client Dashboard > Bank > Dashboard > '+ Bank Account'
Quick link to above navigation
Please ensure the correct account number is entered on the back account on this page.
Step 2 -
Head to My Admin > Bookkeeping > Client Dashboard > Bank Feeds
Click Link Bank Account
The following pop up will show.
Select the bank account you would like to connect from the dropdown menu
Then click the check box to agree to the terms and conditions.
Click next.
You will get redirected to the following page,
Please select your bank from the photos or search your bank name.
All UK banks are supported apart from Metro bank
Please give Truelayer permission to access the bank account
Please enter in the bank details as needed
Click continue.
