Knowledge Base Getting Started Frequently Asked Questions

How to enable a Mettle bank feed

This article explains how to set up a bank feed for a Mettle account.

Before you start

If you haven’t already done so, you’ll need to create a bank account in FreeAgent for your Mettle account.

You will need to scan a QR code as part of the process. Please scan the QR code using the iOS or Android device that you use to access the Mettle app.

1. Go to your Mettle bank account in FreeAgent

Navigate to the ‘Banking’ tab at the top of the screen and select ‘Bank Accounts’ from the drop-down menu.

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Select your Mettle bank account from the list of accounts.

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2. Select ‘Enable Bank Feed’

From within your Mettle bank account, select ‘Enable Bank Feed’ at the top-right of the screen.

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3. Select ‘Mettle’

Select ‘Mettle’ from the list of banks.

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4. Approve the connection

Next, you’ll be prompted to review the details of the connection. When you’re ready, select ‘Continue connection’.

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5. Scan the QR code with your iOS or Android device

The next screen will display a QR code. To scan the QR code, open the camera on the iOS or Android device that you use to access the Mettle app and scan the code. Hold your device so that the QR code is clearly visible on the screen. Then tap on the notification to open the Mettle app and follow the instructions provided to approve access.

If the camera on your device isn’t able to scan the code, please download a secure QR code reader app. Then, open the QR code reader app and hold your device so that the QR code appears clearly on the screen. Your device should scan the QR code and cause a notification to appear on the screen. Tap on the notification to open the Mettle app and follow the instructions provided to approve access.

If you're still unable to scan the QR code, select ‘Visit this link to connect’.

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6. Complete the connection

Once you have scanned the code or selected the link on your mobile device, your Mettle online banking app will open. Follow the instructions within the Mettle app to complete the process and enable the connection.

Viewing your Mettle bank feed

To view your Mettle bank feed in FreeAgent, navigate to the ‘Banking’ tab at the top of the screen, select ‘Bank Accounts’ from the drop-down menu and choose your Mettle bank account.

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Once your transactions are cleared by Mettle, they will be imported to FreeAgent via the bank feed. Some transactions may appear instantly, but pending transactions can take up to three days to be imported.

Please note that you will have to re-consent your Mettle bank feed every 90 days. An alert in the Mettle app will let you know when your bank feed has expired. To re-consent the feed, open the Mettle app, tap 'Connections' on the account screen, choose 'FreeAgent' and select 'Refresh Consent'.

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