Integration with banks

Open Banking (via GoCardless Bank Account Data) lets DistantRace fetch incoming bank transactions and match them to unpaid invoices — especially useful with bank transfer payments.

Path: Manager console → Finance → Bank accounts

Connect a bank account #

1. Finance → Bank accounts → Add account
2. Select your country and bank from the list
3. You are redirected to your bank's authorization flow
4. After approval, accounts appear in the list

DistantRace periodically fetches new transactions. Use Refresh on an account to trigger an immediate fetch.

Match transactions to invoices #

1. Finance → Bank transactions
2. Review incoming payments
3. Link a transaction to the matching invoice — click Match invoice to open the invoice picker popup
4. Mark invoice as paid when amounts match

Unmatched or duplicate transactions can be hidden from the default view.

Remove a connection #

Delete a bank account from the list. If it was the only account on that connection, the Open Banking link is revoked.

Permissions #

Requires Financial staff access.

Related #

• Invoicing
• Integrations with payment systems