{"id":29055,"date":"2020-09-17T09:02:54","date_gmt":"2020-09-17T08:02:54","guid":{"rendered":"https:\/\/www.clearbooks.co.uk\/blog\/?p=29055"},"modified":"2022-07-18T10:30:01","modified_gmt":"2022-07-18T09:30:01","slug":"updates-to-the-partner-area","status":"publish","type":"post","link":"https:\/\/www.clearbooks.co.uk\/blog\/updates-to-the-partner-area\/","title":{"rendered":"Updates to the partner area allow Clear Books partners to monitor their clients\u2019 bank feeds with ease"},"content":{"rendered":"\n

When it comes to cloud accounting, many small businesses, bookkeepers and accountants will tell you that setting up automated bank feeds is one of the fundamental steps to building efficient bookkeeping processes. As an account manager, I have time and again seen this functionality at the top of accountancy practices\u2019 wishlists, when in search of an accounting solution.<\/p>\n\n\n\n

We\u2019re proud to have been the first to support automatic bank feeds <\/strong><\/h2>\n\n\n\n

Clear Books <\/a>was the first UK based online accounting system to support automatic bank feeds<\/a> way back in 2011! With our move to a new provider in February this year, bank feeds set up through Clear Books are now more stable, secure, and offer feeds with a much greater selection of banking institutions than ever before.<\/p>\n\n\n\n

Security vs Efficiency <\/strong><\/h2>\n\n\n\n

As many of you will know, this change in provider came into play alongside new Open Banking legislation. While speaking with Clear Books partners in the months following the start of Open Banking, many raised concerns that the new security restrictions, which now require feed re-authentication every 90 days, would be a direct trade-off for the ease and efficiency automatic feeds are known to provide. Indeed for growing practices, it can become difficult to keep up with clients who have feeds expiring and ensuring those clients re-authenticate with their bank before there is a disruption to the automated feed. Particularly, if clients only engage with their accounting solution once or twice a month.<\/p>\n\n\n\n

With this in mind, we are delighted to announce our improvement to the \u2018Client Overview\u2019 page in the partner area, that\u2019s here to help you! <\/p>\n\n\n\n

Monitor your clients\u2019 bank feeds with ease<\/strong><\/h2>\n\n\n\n

Ordered by level of priority, you\u2019ll be able to see the status of each clients\u2019 feeds as follows:<\/p>\n\n\n\n