Good Morning,
I’m looking for a product that has banking feeds, but allows us to access that raw feed.
The use case is automatically marking invoices off as paid in a custom CRM.
Does Quickfile have this facility?
Hello @matthew230
We don’t allow access to the raw feed data from the bank.
You can add a bank feed to your account.
You can use our API to access the QuickFile data and mark invoices off as paid.
Here is a link to our API documentation
Thank you for responding.
Would [Bank_Search] return transactions that have come in via the feed?
Or would those have to have some sort of user interaction?
Maybe all feed transactions can be automatically allocated.
The invoices exist in the CRM, not the accounts package, so we are looking to try and ‘grab’ the incoming payments in close to real time as possible.
Hello @matthew230
The invoices exist in the CRM, not the accounts package
Our software is not designed to work in this way as the incoming transactions are tagged to invoices which exist within QuickFile
Which bank is being used?
We run bank feeds overnight so the imported transactions show each morning.
Only transactions the bank has marked as fully booked/cleared are imported, this is usually done overnight but can take longer depending on the bank.
https://support.quickfile.co.uk/t/managing-open-banking-feeds/24052
Starling is the exception to the above as they operate a live feed from the point it is connected.
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