Set up a Bank Fetch connection to automatically collect new bank statements from your bank’s website.
Important: This feature is only available in Australia.
Once collected, bank statements can be found in the Bank workspace.
Setting up a Bank Fetch Connection
To set up a Bank Fetch connection:
- Go to Business Settings, then Connections.
To set up a bank fetch connection in the legacy Dext experience, go to Connections in the sidebar, then Bank.
- On the Connections page, go to Bank connectors and click Connect.
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- On the bank fetch page click the Connect button.
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- Find your bank and click the Connect button.
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- Select the Document owner for each statement collected by bank fetch, then click Connect.
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- Next, enter the the bank account login details to authenticate the connection, and select a date to collect documents from, and any other required information. When ready click Connect.
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- Once successful, you will return to the Bank fetch page where the bank account will be listed as ‘Connected’.
Managing a Bank Fetch Connection
To manage a bank fetch connection:
- Go to Business Settings, then Connections.
- Go to Bank connectors and click Manage next to the listed bank.
To manage a bank fetch connection in the legacy Dext experience, go to Connections in the sidebar, then Bank.