Open Banking Connection Issue
This help guide article covers the different issues that may occur and provides helpful information about what you need to do.
Issues are split into two groups:
- Bank Provider Issue (which affects all bank accounts with that provider)
- Bank Account Issue (an issue with a particular bank account)
Below you can see the different statuses your open banking might show.
Bank Provider Status
When connecting to a bank provider (e.g. HSBC), there are 4 different statuses that may be displayed :
- Connected
This status is displayed when you have successfully connected to open banking with a provider.
Recommended Action: No further action is needed.
- Consent Incomplete
This status is displayed if not all of the steps in the connection process have been completed.
Recommended Action: Follow the steps outlined in this helpguide article.
- Rejected
This status is displayed if your bank provider rejects the connection attempt to connect to open banking.
Recommended Action: You may wish to try connecting to the bank provider again. If you are still having issues, you are best to contact your bank.
- Reconsent Required
This status is displayed when the consent you previously gave has expired (which happens after 90 days).
Recommended Action: You will need to reconsent to open banking.
Bank Account Status
Once connected to a bank provider (e.g. HSBC), each bank account that you have with that bank provider can be linked to the corresponding bank account within ExpensePlus.
Here are the 3 different statuses that may be displayed:
- Automated Feed
This indicates that the bank account has been connected, and transactions are being automatically imported 3 times per day.
Recommended Action: No further action is needed.
- Unlinked
This status is displayed if you have successfully connected to a bank provider (e.g. HSBC), but have yet to connect the bank account in question to open banking.
It may be that the bank account in question isn't included in the bank feed offered by the bank, or the user doesn't have access. Or it may be that you have decided you don't wish to connect the bank account. Or it could just be that you are yet to complete the final step in the process to connect to open banking.
Recommended Action: If you are wanting to connect the unlinked account, then click the 'configure' button to the right of the bank provider (blue line) within bank settings.
- Error
This status is displayed if there has been an error with the bank connection.
Recommended Action: Click the 'configure' button to the right of the bank provider (blue line) within bank settings, and select the 'disconnect' button. Then connect to open banking again.
To better understand the Bank Reconciliation module, please view the module overview video here.