Before Clickentry makes bank feeds available to its customers, they must know the process that involves connecting to each bank’s API and testing it. Here is the list of banks that Clickentry support for bank feed with the Truelayer API. Financial institution Feed and Bank Account Type Bank of Scotland TrueLayer Barclays TrueLayer DB UK Bank TrueLayer HSBC Bank TrueLayer HSBC Holdings TrueLayer HSBC Private Bank (UK) TrueLayer HSBC Trust...
To record the cash you want to deposit or you have received from a customer then you can add a receive money transaction in Clickentry. You must be aware that it could be for any cash, check or electronic deposits in Clickentry bank account but not as against an invoice, transfer or refund. From...
You can record a spend money transaction in Clickentry as a payment in Clickentry bank account but not as against a bill, expense claim or refund. You are recording this transaction now because you might not want to add it while reconciling your bank account. From Where you can Enter the Spend Money Transaction There are two...
Clickentry allows you to apply for a bank feed named TrueLayer. It helps in automatically importing transactions from your bank or financial institution into your Clickentry organization. About TrueLayer As a third party, TrueLayer fetches transactions from your bank account and imports them into Clickentry on your behalf. Most of the Truelayer feeds need to be manually refreshed in order to import...
Under the new EU standards, you require to update your bank feeds over the coming months. A notification is shown on your dashboard if you are affected by the impact of the change. What do you need to Know? Due to the effects of the new EU standards after 14 September 2019,...
If you have balance in your bank and credit card accounts when you start using it then you need to add that amount with your conversion balance. In case you are opening your bank or credit card later, you need to use a spend or receive money transaction, or you...
In Clickentry you can show or hide your bank account on your dashboard. The dashboard is user-specific so you can select the account you want to see. Show the Bank Accounts on the Dashboard In the Account menu, select Bank Accounts. Go to the bank account you want to show on the dashboard. Select the Show on Dashboard Watchlist checkbox. Hide...
The balance of your statements and balance of Clickentry might be different. The main reason for this can be that you may have created an account transaction in Clickentry but haven't imported the corresponding bank statement line or vice versa. About the Statement Balance and Balance in Clickentry Basically the statement balance in Clickentry is the sum of...
There are some recognized banks where direct feed is available to pull in the statements from bank automatically. Whereas in others, you have to manually import statements yourself. Add a bank account In the Account menu, select Bank Accounts. Click on the Add Bank Account dropdown button and select Bank Account option. Start typing in Your Bank field, it will show all...
You can delete a bank account only If there is no transaction or statement associated with it. Otherwise, you can archive the account Edit a Bank Account You can edit a bank account to update the account details. In the Account menu, select Bank Accounts. Go to the Bank Account you want to edit. Click on the Edit...
