How to add a bank account and seek authorisation on open feed from the client without asking them to log-in to Quickfile.
Is there a way I can add the account and they can authorise from the banking app for the Open Feed. Anyways, I pay on their behalf for the feed subscription.
Hello @Vivek_Gupta_ACA
The authorisation must be done by the bank account holder (every 90 days as part of the Open Banking rules).
This ensures security of the account and its data.
The must log in to QuickFile and click Reauthorise in the banking screen or the Banking > Open Banking screen.
Hi Steve
I understand that and the reauthorisation part.
For accountant-client relationship, that mandates client to logon to Quickfile.
Why can’t there be a feature where I can request and they can directly authorise in their banking app.
Most client resort to accountants as they do not intend to log into the accounting platform and are keen only for reports provided and eventual filings.
Kind regards
Vivek Gupta ACA
Hello @Vivek_Gupta_ACA
Why can’t there be a feature where I can request and they can directly authorise in their banking app.
Worth considering, feel free to raise a feature request on the forum, that way other users can add their vote.
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