Request your bank transactions using our bank feed

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 Red button 'Bank Feed' 

3)  Select the bank you wish to connect to. 

4) Click Send link by email

5) Once the request has been completed you will receive a notification in LimeBooks and an email

6) Go to the relevant client and head to the bank accounts section. 

7)  You should now see a pop up message with the banks that have been connected. 

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

11) Process the bank transactions as normal

Please note the bank feed will be valid for 90 days, after which you will need to send a new request for your client to confirm. 


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