Using bank feeds on eypay
This feature is only available for companies using UK banks.
With Bank Feeds, eypay enables you to securely connect to your bank account to automatically feed credit transactions into eymanage for reconciliation. We are able to do this through our partnership with Salt Edge*, a leading global financial API platform that provides open banking and PSD2 (Payment Services Directive 2) solutions for businesses and financial institutions.
Bank Feeds automatically import transactions from your bank or financial institution directly into eymanage, removing the need to import transactions manually. Once you’ve connected a bank feed, your transactions will automatically import into eymanage every night, ready for you to reconcile.
Bank feeds can only be created or amended in Global Settings by a Company Admin or Accounts Admin.
*eyworks Limited is registered by the Financial Conduct Authority (Firm Reference Number 1056709) as an agent of Salt Edge Limited. Salt Edge Limited is registered by the Financial Conduct Authority (Firm Reference Number: 822499) and provides you with regulated account information services under the Payment Services Regulations 2017.
Adding a bank account
In order to make use of bank feeds, you first need to add any bank accounts that are associated with the nursery. Make sure you click on Learn More on the Bank Feeds page to get important information about how your set-up process will differ depending on the number and type of bank accounts you want to link.
- Go to
> Global Settings.
- Click on the Payments tab, then Manage Bank Feeds.
- Click Add Bank Account and read the information in the pop-up. Click Continue, or wait to be redirected to Salt Edge.
- Type the name of your bank into the search bar and select it from the list.
- Enter your login details, then click Login.
- Read the consent information and tick the box to allow eyworks and Salt Edge to access your account details and transactions. This is mandatory if you would like to use bank feeds.
- Click Confirm.
- When the page displays Connection Successful, you will be automatically redirected to eypay or you can click Return to eyworks.
- Select nurseries to link to each bank account. You must select at least one nursery for each account. Linked nurseries can be edited by clicking the account name on the Bank Feeds page.
- Click Finish Setup.
If your bank does not appear in the list of available banks, please raise a support ticket to us and we will try to get this added for you.
Please note that currently, all types of Metro Bank personal and business accounts are outside of our coverage and therefore you will not be able to use bank feeds for any Metro Bank accounts. This is because Metro Bank do not yet have PSD2/Open Banking APIs readily available.
Syncing transactions
Once a bank account is added to bank feeds, any available transactions from the previous working day up to the time you connected will be pulled and then will continue to be synced overnight between 12am and 6am, and then again between 1pm and 2pm. What this means is that payments will be automatically added to the reconciliation screen, removing the need for you to upload a bank statement manually*. This is especially useful for Tax-Free Childcare payments and payments that don't come through eypay, as they are not automatically added to the system.
The Bank Feeds screen will show you the last time transactions have been synced, You can also sync transactions manually by clicking on the 
icon and clicking Refresh Bank Feed.
*Even while using Bank Feeds, you will still have the option to upload bank statements manually if necessary. However, this may result in duplicated transaction records, so we don't recommend doing so without first deactivating the feed.
Why aren't transactions showing up on eymanage after syncing the bank feed?
Some banks, such as NatWest, are slower at releasing transaction data. As a result, it may take a while for this data to appear in eymanage, even if the bank feed says it has been synced. Most transactions should appear within 24 hours. If the transaction still isn't visible after 48 hours, please email support@eyworks.co.uk with the following information so our support team can investigate:
- Bank name
- Account name and the last 4 digits of the account number (where possible)
- Date and time of the missing transaction
- Transaction amount
- Transaction description/reference
- Whether the transaction is visible on your online banking/exported CSV bank statement
- Optional: A screenshot of the CSV export showing the missing transaction
Deactivating the feed
If, at any point, you want to turn off the automatic syncing that happens over night, you can do so easily. Go to the Bank Feeds screen, click on the icon, and then click Deactivate Feed. The feed can be reactivated at any time.
Renewing the bank connection
Every 90-180 days (depending on your selected bank/s), you will need to renew your consent for Salt Edge and eyworks to access to your account details and transactions. If you do not, the bank feed will be paused. To renew the connection, click on the icon, and then click Renew Bank Connection. We will show you information on when your consent is due to expire both on the bank account tile in eypay and on the eymanage reconcile screen.
Removing the bank account
While deactivating a feed will only pause the transaction syncing that happens overnight, removing a bank account will delete the transaction feed from eypay entirely (any previous transactions recorded will remain in eymange). If you want to reverse this decision, you will need to go back through the process of adding a new bank account. To remove a bank account, click on the icon, and then click Remove Bank Account.
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