Request your clients' bank transactions using our bank feed

Request your clients' bank transactions using our bank feed

To request transactions directly from the bank:

1) Go to Bank Accounts at the top of the screen 

2) Click on the blue button Fetch Transactions Directly From The Bank 

3)  Select the date range you require

4) Click New Request, enter any comments you wish to send to the client, then confirm and send

5) Once the request has been completed by the client you will receive a notification in LimeBooks and an email to confirm the transactions are ready for you

6) In the Bank Accounts section click the green button Allocate Bank Transactions 

7) Select the bank accounts you wish to allocate the transactions too. 

8) Process the bank transactions

* We recommend configuring your email address before sending a bank feed request* 

* We also recommend that you call your client to inform them of the request, especially if you haven't yet configured your email* 

​

    • Related Articles

    • Request your bank transactions using our bank feed

      To request your transactions directly from the bank: 1) Go to Bank Accounts at the top of the screen 2) Click on the blue button Fetch Transactions Directly From The Bank 3) Select the date range you require 4) Click New Request 5) Once the request ...

    • Add your bank payment details to your sales invoices

      To enter your bank payment details to your sales invoices, follow the steps below: 1) Head to the Sales section 2) Click on the 'New Invoice' button 3) In the 'Payment details' box, there is a 'Create' button, click on this 4) If you have a bank set ...

    • Import a CSV bank statement into LimeBooks

      1) Click on Bank Accounts at the top of the screen 2) Click on Import CSV on the bank account you wish to import transactions into. 3) Select the bank the CSV has been downloaded from 4) Select the CSV File 5) Click on Upload and process CSV File * ...

    • Change Transactions on LimeBooks

      1) Click Transactions at the top of the screen 2) You can sort by any header at the top, or you can search a specific transaction by using the search bar on the right hand side of the screen. 3) Select the transactions you wish to change. you can ...

    • Create a bank account on LimeBooks

      1) Click on Bank Accounts at the top of the screen 2) Select the green button on the right hand side ' Add New Bank Account' 3) Fill out your clients bank details 4) Click Save and the bank account will be created