Configuration parameters for Akuiteo Connect are used to connect to the Bridge connector in order to automatically and securely retrieve bank transactions in Akuiteo. The Bridge connection makes it possible to retrieve bank transactions directly from your bank, without having to manually import bank statement files.
The connection to Akuiteo Connect is configured from the Administration Console, from the Third-party interfaces > Akuiteo Connect menu.
Important
First, Akuiteo must set up the login information of your Bridge account in order for you to activate and configure Akuiteo Connect.
Configuring the connection to Akuiteo Connect
| 1 | In the Akuiteo Connect section, fill in the following fields to configure the connection: |
| Field | Description |
|---|---|
| Activate Akuiteo Connect | Check this box to activate the connection to Akuiteo Connect. |
| Akuiteo user | Specify the login of the Akuiteo's technical user. This user will be used to create new statements from retrieved bank transactions. |
| Akuiteo password | Specify the password associated with the Akuiteo login. |
| Specify the email address to which execution logs of the scheduled task will be sent. | |
| Time range for retrieving statements |
A scheduled task is executed as a batch process to retrieve transactions from the connected bank accounts. The transactions are stored in an intermediate table until a statement is generated. The time range for retrieving statements is used to define, in seconds, the time range for executing this scheduled task. By default, the task is executed every 21,600 seconds. Note It is not recommended to specify a small time range so as to not overload the calls. |
| Start period (20s by default) |
The start period is used to define, in seconds, the time before executing the first scheduled task after the Akuiteo server has been launched. By default, the task is executed for the first time 20 seconds after the server is launched. |
| 2 | Click on Save for each field that is filled in or modified to take into account the value specified. |
| 3 | Click on the Test button to test the connection to Akuiteo Connect using the values specified. |
Adding a Bridge user
Note
You can only add one Bridge user. Indeed, an Akuiteo customer is associated with only one Bridge account/user.
The user of the account created from Bridge must be added to the Administration console to link the bank accounts associated with that Bridge user in Akuiteo. This Bridge user is namely linked to the bank accounts of all the companies; however, access to these bank accounts remains subject to the authentication of each account's owner.
| 1 | In the Bridge user section, click on New Bridge user. |
| 2 | In the window, fill in the Name, Email and Password used to create the Bridge account. |
| 3 | Click on Create. |
The Bridge user is added to the Administration console.
To modify the user information, click on 
, modify the desired information then click on Update.
To delete the user, delete all the associated banks then click on 
and confirm the deletion.
Synchronizing banking accounts
Once Akuiteo Connect is enabled, you must synchronize bank accounts with Akuiteo, which means you have to specify the ID allowing you to identify the banking accounts so you can retrieve the transactions linked to these accounts.
Note
You can add as many banks and bank accounts as necessary.
It is also possible to synchronize accounts from the setup of a cash journal in the Desktop Application. For more information, refer to Cash journals.
Synchronizing a bank
The user who enables and configures Akuiteo Connect from the Administration console is not necessarily the same person who has the login information to access the company's accounts. From the Console, it is therefore possible to send an email to the desired employee for the accounts synchronization with Bridge.
| 1 | Under the Bridge user section, click on  from a user line then on Generate bank link. |
An email opens automatically, with a template body and the link generated for Bridge.
| 2 | Specify the recipients and modify the email body if needed, then send it. |
| 3 | When the email is received, the recipient(s) must click on the link and follow the Bridge process to add the bank accounts to synchronize. Refer to the Bridge documentation if needed, particularly for the link's expiry deadlines. |
All the accounts associated with the bank login information specified during the Bridge process are retrieved (checking account, savings account, share account, etc.).
Note
The link generated can only be accessed once. If you click on the link and close the web page without having completed the process, you will need to generate a new link.
Modifying the bank information
The information of a linked bank can be modified, for example if you need to update your bank login information.
| 1 | In the Bridge user section, click on then on the desired linked bank. |
| 2 | Click on Generate link to modify bank and follow the same process than for Synchronizing a bank. |
Deleting a bank
| 1 | Under the Bridge user section, click on then on the linked bank and click on Delete bank. |
