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Via Mill7 PSD2 it is possible

•to read bank statements from multiple banks and bank accounts automatically in one session.

•to upload payment files

More information about reading bank statements is found here.

More information about electronic banking is found here.

 

To use the PSD2 functionality a Bizcuit account is required.
In Bizcuit, the following actions need to be performed.

•Create an account;

•Link one ore more bank accounts to the Bizcuit account and grant permissions for retrieving bank transactions;

•Give permissions to Mill7 with regard to the Bizcuit account and the linked bank accounts (see below).

 

To set the Bizcuit account in Mill7 go to menu Supervisor> Book> PSD2 accounts.

 

<Add account>

Use this button to add a Bizcuit account to Mill7.

1.Fill in the user name, as known at Bizcuit and a description (optional).

2.<Get authorisation code>

a.The web browser will open an authorisation page at the Bizcuit website. Login in Bizcuit.

b.Select the bank accounts for which Mill7 will be permitted to receive transactions.

c.Answer questions about the email address and the permissions for initiating payments.

d.When ready, a Mill7 web page will be opened from where the authorisation code can be copied.

e.Paste the authorisation code in the appropriate Mill7 field.

3.<Save and close>
The Bizcuit account information is saved and updated in the list.
The columns 'Access token expires' and 'Refresh token expires' show the dates when the Mill7 authorisation will expire.

 

<Refresh account>

Select a account and use this button to refresh the authorisation code.

 

Change authorisation

 

When an authorisation for Mill7 needs to be adjusted, for example because a bank account must be added, then the existing authorisation needs to be replaced. Please follow the next steps to do this.

 

Go to bizcuit.nl and log on with the user account concerned.

At the Bizcuit website, please go to "Instellingen" (settings) and then to "Beveiliging" (security).

Scroll down to the chapter "Externe applicaties die toegang hebben tot je data" (external applications that have access to your data).

Click on Millogic. An overview of current authorisations for Mill7 will be presented.

When these need to be updated, they will have to be removed. Please click on "Verwijderen" (remove).

 

Next, please go to the maintenance screen for PSD2 accounts in Mill7 (via Supervisor> Book> PSD2 accounts).

Select the account concerned and press Enter or F2 to change it.

The procedure continues as with <Add account>, starting from step 2.

 

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