If your bank does not support open banking, you can set up a direct feed (FTP) instead. Once configured, transactions fed from your bank will appear in the user account, ready to allocate.
Note: Not all banks are compatible with this method.
To set up a feed
Contact your bank and ask that your third party provider Capture Expense has access to your account and transactions so that it can perform integrations. The bank will then provide a form which you must fill in, so that the file will be sent via FTP. Once the bank has given permission, you can set up the integration.
To integrate with the bank
Go to Setup > Settings > Integration tab.
Select FTP Card Transactions.
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In the integration form, ensure the Active box is selected.
Enter the name of the card you wish to integrate.
Click Save. A URL will be displayed.
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A folder is created in Azure with the name of your organisation's ID. The URL with your organisation's ID is contained within the folder. The bank will feed all the files into the folder.
Provide the bank with the URL and ask them to switch it on
Continue to add the credit card to the user's account.
See also: FTP / SFTP export.