Import Open Banking Transactions — Getting Started Guide

Open Banking allows transactions from bank accounts that your bank have given consent forIRIS Financials to access to be automatically imported.

Before using Open Banking, your organisation's IRIS Financials administrator must have set it up.

Let us help you get started importing Open Banking transactions:

Only UK bank accounts can be used with Open Banking.

1. Go to Banks, then select Open Banking.

2. Select the relevant bank account, then Next.

   Only bank accounts where consent from the bank for IRIS Financials to access the account has been given are displayed.

3. Select the date range of the transactions you want imported, then Next.
4. The transactions are imported, and you can then choose to:
   • View the transactions
   • Automatically reconcile the transactions
   • Manually reconcile the transactions
   • Import more transactions

   Alternatively, to close the Open Banking import, select Finish.