How to add financial institutions to Arua

Modified on Thu, 02 Nov 2023 at 04:24 PM

Institutions is where you can link the financial institutions you use for making payments.


Action needed:


1.  Open Settings - Institutions in the left sidebar or go to {your company}.arua.co/settings/institutions

 

2.  Click on Add bank account



3.  Select your bank account from the drop-down.  All the banks Arua can process are in the dropdown list.  Also choose the date you want to pull the transactions from, older transactions will be ignored by Arua.


Click on Add.  You will then be taken to the selected bank's login page to complete the connection.



REMEMBER: If your passwords change in the bank, or after 90 days (in some jurisdictions), you must refresh your consent 
 




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