Refreshing Bank Feeds on Nomisma

Bank feeds will need to be re-authorised every 90 days. To do this, click on 'Banking' on the left menu, then choose 'View', and select 'Bank Account'.

You will then need to click either the 'Refresh Bank Feed' button or the 'Feed Exipred' button and then follow the onscreen instructions to re-authorise and activate bank feeds.

• Related Articles

• Setting up Bank Feeds on Nomisma

  Nomisma has partnered with “True Layer” to provide you with the bank feeds functionality. To setup bank feeds, first you would need to Select ‘Banking’ from the left-hand Menu, then choose ‘New +’ and click on ‘Setup new Bank feed’. Following this ...

• 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 ...

• Convert PDF bank statements into CSV files using Nomisma

  Using Nomisma you can convert PDF bank statements into CSV files. This can be found under ‘Banking’ then click the ‘PDF to CSV Conversion’ button. You can convert PDF bank statements from Barclays, HSBC, Lloyds, Metro, NatWest and Starling. Select ...

• How to add a Bank account on Nomisma

  To add a new Bank account firstly click on the left-hand button ‘Banking’, then select the ‘New +’ button, from here select either ‘New Bank Account’ or ‘New Credit Card’. Complete the relevant information Bank Name (can select ‘other’ if bank name ...

• How to manually add bank transactions on Nomisma

  From the left-hand menu Click on ‘Banking’, then choose on ‘New +’, and select ‘New Transactions’. Following this select the bank you wish to upload the transactions to. Complete all the relevant details Date, Description, Received, Spent, VAT type, ...