{"id":7939,"date":"2025-01-22T13:39:07","date_gmt":"2025-01-22T11:39:07","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=7939"},"modified":"2025-09-17T15:01:58","modified_gmt":"2025-09-17T12:01:58","slug":"lhv-integration","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/lhv-integration\/","title":{"rendered":"LHV bank integration"},"content":{"rendered":"

The LHV <\u2013> SimplBooks<\/strong> integration automates the import of LHV bank transactions into SimplBooks. This means there is no longer a need to download transaction files from the bank or upload them to SimplBooks for saving bank transactions. Once the integration is activated, transactions from the previous day are imported automatically into SimplBooks overnight. Additionally, payment orders can be sent directly to the bank, where they need to be confirmed. Activating and using the integration does not incur any additional cost.<\/p>\n

To activate the integration, your company must have a bank account with LHV. Once this condition is met, log in to your SimplBooks account, go to Settings -> Integrations<\/strong>\u00a0and select “LHV Pank<\/strong>” from the list.<\/p>\n

\"\"<\/a><\/p>\n

By clicking the “Activate<\/strong>” button, a view will open where you can verify the bank account and company registration code. Once the data is verified, click the “Activate<\/strong>” button again.<\/p>\n

\"\"<\/a><\/p>\n

After this the system will ask you to authenticate yourself using Smart-ID, Mobile-ID or an ID card. The integration can only be activated by the company\u2019s legal representative (board member). This ensures that data from your bank account is accessible only to the correct and authorized users.<\/p>\n

Once authentication is successful, the contract initiation process will begin automatically. Within a few hours to a couple of days, you should receive a notification from LHV Bank. The contract must be digitally signed, after which the bank will confirm the agreement. Finally, the integration will be fully activated in SimplBooks – completely automatically.<\/p>\n

\n
<\/span>Good to know<\/strong><\/div>
\n \u25cf <\/span> If you want validated transactions to be automatically saved during bank import, you need to enable it in Settings -> Environment settings -><\/strong> General Settings. At the bottom, under Helpful features<\/strong>, enable “Bank transactions automatic processing”.<\/p>\n

\"\"<\/a><\/p>\n \u25cf <\/span> You can find information about unprocessed bank transactions<\/strong> on the company overview page. By clicking on the text \u201cContinue here<\/strong>\u201d you will be directed to the bank import view.<\/p>\n

\"\"<\/a><\/p>\n \u25cf <\/span> There is also information about unprocessed transactions displayed above the list of receipts and payments<\/strong> on a green-highlighted background.<\/p>\n

\"\"<\/a><\/p>\n<\/div><\/div>\n

<\/span>Sending a single payment to the bank<\/strong><\/div>
\n1<\/strong><\/span> Open the purchase invoice you wish to send to the bank for payment and select “Send Payment to the bank<\/strong>” from the Actions<\/strong> menu.<\/p>\n

\"\"<\/a><\/p>\n2<\/strong><\/span> A window will open where you can select which bank the payment should be sent to. In this view, only the banks you have integrated with will be displayed.<\/p>\n

\"\"<\/a><\/p>\n3<\/strong><\/span> After selecting the bank, you can choose the payment date and, if necessary, adjust the amount. By default, the unpaid portion of the invoice is pre-filled as the amount.<\/p>\n

\"\"<\/a><\/p>\nImportant<\/span> Sent payments must be confirmed in the bank!<\/p>\n<\/div><\/div>\n

<\/span>Sending multiple payments to the bank<\/strong><\/div>
\n1<\/strong><\/span> Select invoices with the \u201cUnpaid<\/strong>\u201d status in the list. The \u201cBulk actions<\/strong>\u201d option will appear at the top. Click it and choose \u201cExport selected rows<\/strong>.\u201d<\/p>\n

\"\"<\/a><\/p>\n2<\/strong><\/span> The data export view will open, allowing you to select \u201cSend Payments to the bank<\/strong>\u201d as the next step.<\/p>\n

\"\"<\/a><\/p>\n3<\/strong><\/span> A window will open, allowing you to select the bank where the payment will be sent. Only banks with an active integration will be shown in this view.\"\"<\/a><\/p>\n4<\/strong><\/span> After selecting the bank, you can choose the payment date, either the due date listed on the purchase invoice or a date that you select.<\/p>\nImportant<\/span> Sent payments must be confirmed in the bank!<\/p>\n<\/div><\/div>\n

<\/span>Manual import of bank transactions<\/strong><\/div>
\n

You can import transactions from the period before activating the integration by going to Operations -> Payments<\/strong> or Operations -> Receipts<\/strong>. Click the “Import<\/strong>” button and select the bank whose transactions you wish to import. Only the banks with which you have an integration will be displayed in this view.<\/p>\n

\"\"<\/a><\/p>\n

The next step is selecting the period. You can import transactions up to 90 days old.<\/p>\n

\"\"<\/a><\/p>\nImportant<\/span> Transactions from the same day are not supported for import through the integration and must be imported from a file, preferably in XML format.<\/p>\nImportant<\/span>\u00a0Transactions older than 90 days can be imported from a file.<\/p>\n<\/div><\/div>\n<\/div>\n

If it becomes necessary to remove the integration, two steps need to be followed. First, remove the integration under Integrations in the SimplBooks environment and secondly, terminate the contract with the bank.<\/p>\n

If you have any additional questions, write to us at\u00a0support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[1097],"ht_kb_tag":[653,637,976,975],"class_list":["post-7939","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-banks","ht_kb_tag-bank","ht_kb_tag-integration","ht_kb_tag-lhv-3","ht_kb_tag-lhv-pank"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/7939","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=7939"}],"version-history":[{"count":60,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/7939\/revisions"}],"predecessor-version":[{"id":29375,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/7939\/revisions\/29375"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=7939"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=7939"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=7939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}