Bank Catalogue
Which banks can be connected and how: a sign-in on the bank’s own site, the bank’s own download service, or through the aggregator. Where a bank offers a sign-in, its authorization and token endpoints belong here — they come from the developer portal with the client credentials.
Where to find it
- Module: Accounting
- Group: Working Capital
- Section: Bank Connectivity
- Screen: Bank Catalogue
Address in the console: /accounting/bank-catalogue
List · 9 columns · 29 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Bank | Code | code |
| Name | Text | name |
| Country | Status | country |
| Sign-in at bank | Yes or no | supports_oauth |
| Through | Status | oauth_network |
| Download service | Yes or no | supports_direct_connect |
| Consent (days) | Number | consent_ttl_days |
| In use | Number | connections |
| Offered | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Bank code required | Text | ||
| Legal name required | Text | ||
| Short name | Text | ||
| Country | Text | ||
| Brand colour | Text | ||
| Initials | Text | Two letters, drawn on the brand colour. | |
| Rank on the front page | Number | ||
| Offers a sign-in on its own site | Yes or no | ||
| Reached through | Choice | bank, akoya, plaid, finicity, mx, tink, truelayer, sandbox | Who a company has to register with to reach this bank. |
| Authorization endpoint | Text | ||
| Token endpoint | Text | ||
| Data API base | Text | ||
| Data API dialect | Choice | fdx, plaid, custom | |
| Scopes | Text | ||
| Uses PKCE | Yes or no | ||
| Where to register | Text | ||
| Consent lasts (days) | Number | ||
| Runs its own download service | Yes or no | ||
| OFX endpoint | Text | ||
| OFX organization | Text | ||
| OFX financial institution id | Text | ||
| OFX version | Text | ||
| What the bank calls the credential | Text | ||
| How to get one | Long text | ||
| Where to enrol | Text | ||
| Credential lasts (days) | Number | ||
| Aggregator sign-in | Choice | credentials, oauth | |
| Asks a second question | Yes or no | ||
| Offered | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.