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With the Finance license and the Online Banking add-on, you can query account transactions via our payment service provider finAPI. The prerequisite for this is that you have the online banking access have been set up.
Via Finances > Banks > Online banking you can see all the banks set up, filtered by access type (1). This is usually finAPI, in older instances the data of access types that are no longer supported, such as FinTS/HBCI or the finleap Banking API, are also available.
Further information on each bank, such as the IBAN, but also the balance (2) and the date of the last data update, complete the respective line.
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Work with rules to save time and effort! You can find details on this in the chapter "Manage posting rules"
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