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Accredo > File > System > Connect to Akahu
Accredo > File > System > Akahu Connections (once a connection is stored)
Bank Feed Connections lists every stored Akahu connection and the bank accounts each one shares with Accredo. Connections are added and revoked here, and each shared account is assigned to the one company allowed to feed from it. See Bank Feeds.
The menu item is available when the Bank Feeds extension is licensed and no company is open. It needs the System permission Bank Feed Connections: with Read access the window opens for viewing only, with Write access you can connect, revoke and assign. If no connection is stored, Connect to Akahu first opens the Akahu consent page in your browser, where you sign in and choose the bank accounts to share. If the system password policy is weaker than the recommended settings you are asked to confirm first, see Password Security Bank Feeds.
A system can hold several connections, one per Akahu login. The grid shows one row per shared account, with the login it belongs to. A connection that shares no accounts still has a row, so it can be seen and revoked.
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Akahu connections |
The number of stored connections, and any problem reading them. |
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Grid |
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Akahu Login |
The email address of the Akahu login the account is shared under. |
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Company |
The company allowed to feed from the account. This is the only cell you can edit: click Assigning an account that another company's bank account already feeds from clears Bank Feeds Enabled on that bank account. Each company that changes is taken exclusively while this is done, so it must be free of other users. |
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Bank Account Name Account Number Type Balance |
The account details as Akahu reports them. (Read-only) |
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Buttons |
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Edit Company Assignments |
Start editing the Company cells. Save and Cancel become available. |
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Connect Another Login... |
Opens the Akahu consent page in your browser. Signing in as a login that is already stored refreshes that connection and the accounts it shares. Signing in as another login adds a connection. |
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Revoke Selected Login... |
Revokes the connection of the selected row at Akahu and removes it from the system. The bank accounts fed through it, in every company, are listed before you confirm. Bank Feeds Enabled is cleared on each of them first, so every company that changes must be free of other users. The other connections keep working. |
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Refresh |
Reloads the connections and their accounts from Akahu, for example after an account is added to or removed from a login at the Akahu website. |
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Save |
Applies the changed Company assignments, one account at a time. |
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Cancel |
Discards the changed Company cells. |
Edit Company Assignments, select the company, then Save. Blank, the account is not assigned; a user with the Bank Feed Connections permission can then select it on any company's bank account.
