Bank Feeds is a connection between Olivs and your bank, used by Olivs to retrieve transactions from accounts you specify, saving you downloading or entering transaction details manually. You can process and allocate these transactions using our Rules system, or process them as entered or imported transactions.
Connection and initial setup takes up to 30 minutes. When this process is completed, you will receive an e-mail with a list of all accounts for this connection.
Only you can see accounts that are not linked to any Business File. Linked accounts and their transactions can be seen by those who have access to this file and sufficient permissions.
Log in and select your Business File. Click Menu > Finance > Connections
This form displays all Your Bank Connections and all accounts linked to this Business File.
You can see and manage all your connections, and link different accounts from the same connection to different Business Files.
Connections are managed by Basiq and Olivs according to our respective and aligned Terms & Conditions.