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L
Lou10
November 15, 2021
Question

Connecting Peace Hills Trust bank feeds

  • November 15, 2021
  • 1 reply
  • 0 views

Hello,

 

Has anyone be able to connect the bank feed for Peace Hills Trust bank?   This is a Canada wide bank that is widely used by the Indigenous people.   We are getting many more clients for the Indigenous community and want to be able to connect the bank feeds.   Any suggestions are greatly appreciated.

1 reply

N
Nick K
November 16, 2021

Hi Lou10.

 

Requesting that a bank be added to our bank feeds list is a quick process made to save you time. I'd be happy to help you with making this request and going over how to manually download bank feeds in the meantime.

 

In order to request that a bank be added to our bank feeds all you need to do is go to: Banking>Connect account>Search the banks name or URL.  Scroll down the list it provides and if you don't see it select Still can't find your bank. This'll bring you to the request page where you need to enter your banks name and the website URL then hit request. We'll then reach out to the bank for them to be added.

 

In the mean time you can manually download the bank transactions by following the steps in this link. Once you download and import them it's recommended to go through the list to make sure their are no duplicate entries. If you find any duplicates you can exclude them from the list by following this article.

 

If you have any questions let us know and we'd be happy to help.

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