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How do I activate the Banque Cantonale Vaudoise bank?

Contents

 


Quick info

This article will show you how easy it is to synchronise your Banque Cantonale Vaudoise account with bexio, and how to reconcile transactions and transfer payments.

Set up data transfer:
Supported login methods:
File format for payments:
File format for bank statement:
File format for ISR inpayment slips:
Data transfer subscription
M-TAN, BCV reading device
pain.001 (ISO ready)
camt.053 (ISO ready)
camt.053 (ISO ready)

Order electronic statement of account

To be able to use the interface from bexio to BCV, you must activate the delivery of the electronic statement of account in the ISO format from BCV.

For this, go to “Settings” in your E-Banking (BCV-net). In the tab “Camt”, activate the format camt53 with daily delivery.

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Supported login methods

bexio supports the M-TAN login method, SmartID and the BCV reading device for BCV online banking. For more information about the different login methods, please refer to this article: Supported login methods

 


Connect to online banking

First, you must follow this link to set up a bank account. Subsequently, you will be able to connect the bexio account with the e-banking account as follows:

  1. Go to the banking section and scroll to your BCV account
  2. Click "Connect e-banking"
  3. Log in with your e-banking user information including the verification method (e.g. mTAN) an
  4. Link your bank account with the bexio account. If you do not want to use a bank account in bexio, you can ignore the bank account clicking the link "Ignore this bank account in bexio"
  5. Verify the linked and the ignored bank accounts

Next, all available transactions in e-banking will be uploaded to bexio. A dialog window will show you how many transactions were obtained.

After a successful link with at least one bank account has been established, button "Get transactions" will appear instead of the previously displayed button "Connect e-banking".

Note

Under certain circumstances, the login may have completed successfully, but you may not be able to see transactions. This section will give you insights into the possible reasons for this: No transactions received.

 


Retrieving transactions

  1. Go to the banking section and scroll to your BCV account
  2. Click the blue "Fetch transactions" button
  3. Log in with your e-banking user data, including the verification method
  4. The transactions will now be loaded into bexio

Next, the transactions will appear in the banking section and you can reconcile them. To find out how to reconcile the transactions, go here.

Note

Under certain circumstances, the login may have completed successfully, but you may not be able to see transactions. This section will give you insights into the possible reasons for this: No transaction received.

 


Transfer payments

Enter payments as described in section "Entering payments" and transfer them to your bank with one mouse click.

Depending on the bank and e-banking contract, you may have to conduct an additional review and approve e-banking payments. For more information, please contact your bank's support service directly.

Important! 

Please remember that you will not be able to transfer payments until you have successfully received transactions from your bank account at least once. See section "Fetch transactions".

 


How do I disconnect my BCV account from bexio?

You can disconnect manually from online banking by clicking on the three dots next to the blue "Retrieve transactions" button.

A dialogue box will appear, asking you to confirm that you would like to disconnect bexio from online banking.

Transactions that have already been imported will still be visible in bexio. The connection can also be re-established at any time. This is explained in the section Connecting to online banking.

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