Activate Open Banking (SE only)

Connect your bank account and pay directly from Briox in minutes.

Activation

To activate Open Banking via Open Payments:

• Go to Settings - Accounting - Banking and Payments
  
  
• Click Add payment method
  
  
• Give your payment method a name for example: The name of your bank or Online and select an account number for posting the transactions to, for example: 1940.
  
  
• Mark the method as Standard if it is your main payment method.
  
  
• Select Open Payments as payment routine
  
  
• Choose whether you're connecting a private or corporate account.
  
  
• Click Save.

• Select your bank from the list
  Note: Sparbanken requires selecting your specific local bank branch.
  
  
  
  
• Authenticate yourself using your mobile BankID.
  
  
• If you have multiple accounts, select the one you want to connect.
  
  
• You will receive a success message when the account is connected and Open Banking is activated

Note: 

• You must be a Systems Administrator or and administrator for Accounting to activate the integration.
  Read more about the Administrator roles in Briox.
  
  
• The activation process may vary slightly depending on your bank’s authentication flow.
  
  
• You can connect additional accounts within 3 months before needing to re-authenticate.
  
  
• Every 3 months, your consent must be renewed.
  We will notify you 20 days in advance via notification and email (coming soon)

Workflow 

Picking up transactions: 

• Transactions are automatically fetched four times per business day.
  
  
• Before each retrieval, we check that your consent is active.
  
  
• Retrieved transactions appear under Banking - Process Transactions/ Transaction list
  
  

Paying supplier invoices

1. Ensure payment details are saved on the supplier in the Registry.
   
   
2. Select the supplier invoice or invoices you want to pay.
   
   
3. Click or choose Send Payment Online in the supplier invoice list, if you have not set Open Payments as your standard method.
   
   
4. Authenticate yourself using your mobile BankID.
   
   
5. The payment is automatically sent to your bank.
   
   

Paid invoices appear under Payments in Process.