Open Banking and Confirmation of Payee

Import bank transactions with Open Banking, and check payee bank details with Confirmation of Payee.

• Confirmation of Payee

  • Switch on Confirmation of Payee

  • Use Confirmation of Payee

  • Resolve Confirmation of Payee issues and errors

• Import Open Banking transactions — getting started guide

  • Activate Open Banking

  • Bank account consent for Open Banking

  • Bank account not displayed for Open Banking imports

  • Connection to bank not working

  • Deactivate Open Banking

  • Get consent from the bank for Open Banking accounts

  • Import Open Banking statements and transactions

  • Remove consent from the bank for Open Banking accounts

  • Renew consent from the bank for Open Banking accounts

  • Set up bank statement imports for Open Banking