Flinks Integration

Flinks Integration – Bank Connectivity in XoroERP

Module Path

Finance → Banking → Connect Bank Accounts / Link Bank Feeds / Manage Added Accounts / Bank Statement Centre

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Purpose

To enable secure integration between XoroERP and financial institutions using Flinks, allowing users to connect bank accounts, import bank feeds, and manage reconciliations seamlessly within the ERP.

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Overview

Flinks provides a secure open banking platform that connects XoroERP to thousands of banks globally. It ensures encrypted, real-time exchange of financial data, simplifying transaction import, reconciliation, and financial visibility across accounts.

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Process Flow

1. Connect Bank Accounts

• Navigate to Connect Bank Accounts under the Banking module.

• Select the transaction provider service:

  • Flinks Canada (for Canadian banks)

  • Flinks USA (for U.S. banks)

• Review and accept Flinks’ Services Privacy Statement, then click Agree and Continue.

• A list of supported banks will appear based on the selected country.

• Log in using your Flinks Capital credentials.

• Complete any additional security verification prompted by your bank.

✅ Once authenticated, the bank account will be securely connected to XoroERP. 💡 Multiple accounts can be connected using the same process.

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2. Link Bank Feeds

• Navigate to Link Bank Feeds to map and import financial data.

• Xorosoft Account: Displays available Chart of Account entries.

• Bank Account Feeds: Lists all connected bank feeds through Flinks.

Steps:

1. Select the desired bank from the Bank Account Feeds dropdown.

2. Choose the corresponding Xorosoft Account for mapping.

1. Select the Transaction Start Date and click Save.

1. Click Link Bank Feed to establish synchronization. The linked Bank Feed will reflect below.

This ensures automatic data flow between the linked bank account and XoroERP.

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3. Manage Added Accounts

• Open Manage Added Accounts to modify or remove linked accounts.

• Edit Credentials: Update stored login details when needed.

• Delete Account: Unlink the mapping first, then delete the account connection.

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4. Bank Statement Centre

• Access Bank Statement Centre to view and manage imported statements.

• Search for the connected bank feed to review debit/credit transactions.

• Toggle between Header View and Detailed View.

• Track reconciliation status under the Status column.

• Options available: Download / Delete transactions or statements.

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Output

• Direct, secure connection to banks via Flinks Canada or Flinks USA.

• Automated import and reconciliation of transactions.

• Centralized management of multiple bank feeds.

• Real-time financial visibility within XoroERP.

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• Users can connect unlimited bank accounts to a single Xorosoft account.

• Bank credentials are handled securely via Flinks’ encrypted channels.

• Ensure all mappings are removed before deleting any connected account.

The bank displayed in the screenshots is for demonstration purposes only. Actual bank names, accounts, and data may differ when using Flinks in a live environment