Note: Where the owner of the bank account(s) does not have access to the relevant company in AutoEntry (or is not an AutoEntry user) e.g. your accountant client, refer to the client-setup guide.

Introduction:

With Bank Fetching you can now automatically sync and download bank documents and transactions from your bank accounts into AutoEntry.

To set up Bank Fetching, select ‘Integrate’ from the main company page, then in the 'Other Integrations' tab select 'Connect' beside Bank Fetching.

a) Connecting to Bank Fetching: Self-setup

After reviewing and agreeing to the Terms of Service, you can add new bank accounts (also referred to as 'Extractors') as follows:

Note: Where the owner of the bank account(s) does not have access to the relevant company in AutoEntry (or is not an AutoEntry user) e.g. your accountant client, refer to the client-setup guide.

i) Select the ‘+Add’ button.

ii) Search for the name of the bank.

iii) Assign a custom-name to the bank account (optional).

iv) Enter your user ID and password for that bank account. It is important that you leave the ‘Save’ option checked as highlighted below - this is to facilitate the daily sync (if you have already added a bank account with the ‘Save’ option unchecked, you can re-check it by simply selecting the orange ‘Change’ button beside that account and re-entering your credentials).

v) Stand by and monitor the screen while details are verified. Note that the bank may request additional “2-step” authentication (security questions, tokens etc) – either immediately (example below) or via subsequent status messages (those that relate to 2-step authentication can be found at the top of the full list).

Once all authentication steps are complete, your bank documents and transactions will start syncing and downloading directly into AutoEntry. See here for how fetching works from this point.

You can perform three operations against any individual bank account in the 'Other Integrations' page:

  1. 'Update' button (blue): 'Force' a sync at any time (i.e. outside of the automatic daily sync). This button is also used for completing 2-step authentication or refreshing a bank connection after user details are updated on the bank website (refer to column 2 of the Status Messages help page for full details).
  2. 'Change' button (orange): Change the user ID/password associated with this bank account. This button is also used for correcting or refreshing bank account credentials i.e. username and password (refer to column 2 of the Status Messages help page for full details).
  3. 'Remove' button (red): Delete the bank account from the list (Note: whatever bank data that had already been downloaded for this account will not be affected).

b) Disconnect from Bank Fetching:

You can also choose to disconnect from Bank Fetching altogether from the same 'Other Integrations' page - this will remove all bank accounts from the list. Note that whatever bank documents/transactions that had already been downloaded into the Company Files/Bank Statements folders for these accounts will not be affected. Also note that disconnecting and reconnecting the same bank account will still incur the standard charge of 10 credits.

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