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

Observe: for some banks, certain settings must be in place prior to activation. See below:

• Danske bank: Get started with PSD2 (Open Banking)
• Nordea: Get started with PSD2 (Open Banking)
• SEB: Get started with PSD2 (Open Banking)
• OP: Get started with PSD2 (Open Banking)

Activation

To activate Open Banking via Open Payments in the Briox Platform (desktop):

• 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: 1910.
• 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

  
  
  
   

• Authenticate yourself using your bank access codes. 
• 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. Do not close the window until you receive this message.

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.
  • Here's Open Payments' instructions for Nordea
  • Here's Open Payments' instructions for Osuuspankki
• You can connect additional accounts from the same bank 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)

Activate Open Banking in the Briox Mobile App

To activate Open Banking in the Briox Mobile App:

• Open Menu → Settings
• Click on Bank connection
• Follow the in-app instructions to connect your company bank account to Briox

Open Banking allows you to:

• Manually mark supplier invoices as "ready for payment"
• Send invoices to the customer as e-invoices

In order to process payments, the customer must have the right to Create payment files in the accounting model 

Note:

Both the company and the customer need to have the following information entered into Briox:

• Personal ID number
• Financial Year
• Organization number

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 bank access codes.
5. The payment is automatically sent to your bank.

Paid invoices appear under Supplier invoices → Payments in Process.