Getting historical transactions via bank feeds
To pull through historical bank transaction via the bank feed feature you will first have to have a bank feed set up on Nomisma. Once a bank feed has been set up, go to Banking on the left-hand menu of the client’s main dashboard, click on the View button in the top right-hand corner and select Bank Account from the drop-down options.
If a bank feed has been successfully set up on Nomisma, it will have a green tick symbol and that can be clicked on which will reveal a Manage True Layer pop-up page.
Within the pop-up page, enter dates within the From and To fields and then click on the Get New Transactions button. This will pull through transactions within the From and To dates that were entered and can be saved into the Unreconciled Transactions section by ticking the tick box to the left-hand side of the transaction and clicking the Save Transaction button.
How far back you can pull through transactions from will vary with different banks so please use the link below that will help explain this for all banks that are connected with True Layer.
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