A pop-up box, specific to each service provider, now collects credentials for accessing third-party financial services. These describe each item of information required separately and where to get it from.

Background

Credentials for financial services are needed in three places:

  • setting up automatic import of bank account statements (Stripe, PayPal, GoCardless and via Xero – see article about Xero bank feeds), provided in the Bank Accounts section of Organisation Details.
  • making payment methods (Stripe, ApplePay (via Stripe), PayPal, GoCardless, vouchers), in the Payment Methods section in Organisation Details.
  • automatic publication of accounts (sending transactions to an accounting system; currently only Xero is supported) in the Publish Accounts section on the Accounting Tasks menu.

Previously, a single text box in the relevant section collected the credentials needed, with items of information separated by semicolons. The help page described what these should be.

Pop up box

Now, however, each credentials text box is replaced with a link (Fig 1: 2) which pops up a box (Fig 2, Fig 3) setting out what items are required for each service and where to get each from. (The service provider is selected in the menu alongside the link, Fig 1: 1).

This means it is much harder to make a mistake, things like email addresses and format of API keys can be checked, and the information about what’s needed is in context.

Fig 1: set/show credentials instead of a single box
Fig 1: set/show credentials instead of a single box
Fig 2: Credentials for GoCardless automatic bank statement import
Fig 2: Credentials for GoCardless automatic bank statement import
Fig 3: Xero requires you to provide a lot more information for statement import
Fig 3: Xero requires you to provide a lot more information for statement import