Some banks (such as Barclays and HSBC) use multi-factor authentication. This is an added layer of security that helps protect your bank account. When you log in to your online banking, this is usually the code generated by a card reader or fob that you see.
If you manage a bank account in Farmplan Business Cloud that uses Multi-Factor Authentication you will need to refresh your bank feed to view your latest transactions in Farmplan Business Cloud. It is recommended that you refresh at least every 30 days. When refreshing you will not be asked for all of your login information, only the code or PIN generated.
Please do not try to refresh whilst you are logged in to your online banking as you may become temporarily locked out.
How to refresh your feed
If a refresh is required then your 'Check and Confirm' shortcut logo should change from a double tick icon to a refresh icon, as below:
Alternatively, you can click the 'Refresh Bank Feed' button from within the Check and Confirm screen (shown below). You can access this screen by going to Banking > Bank Accounts. Click 'Enter Transactions' and select the relevant bank account.
If your refresh does not bring through transactions then you may need to click '+ Add More' (as above). We recommend that you do not change your suggested start date when adding more transactions as Farmplan Business Cloud knows the date of the last successful transaction brought in.
Farmplan provides you with regulated account information services as a PSD agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Registration Number: 804718) for the provision of payment services, including account information services.