Access Bank Feeds is an add-on module for Access Ledger that provides connectivity to your client's bank accounts and enables a smooth, seamless coding experience for efficient processing and direct integration with Access Ledger.
To add this feature, contact Sales to speak with your Account Manager.
Users must be set as the Trust Advisor to allow the sending of authorisation invitations to the client to complete the bank connection.
Important: Only the Admin user can apply these settings.
Log in to Access Ledger as the Admin user.
Click the username in the top-right corner, then select Admin Centre.
Under the Organisation section, click Users.
Locate the user then click the Edit User icon.
Under the Banking section, tick Trust Advisor.
Then click Save and Close.
Review Access Ledger Digital Learning content for guidance on navigating Access Bank Feeds features.