Lemon Tree bank connection does not require any tasks to be done in Lemonaid.
Your accountant is happy to help you to choose the optimal settings for you. If you don’t need accountant’s help, please inform your accountant once you have activated the connection using the instructions below.
Not yet a Lemon Tree customer? You can get more information by email at sales@lemontree.fi or by visiting their website https://lemontree.fi.
Do this in Holvi if you are a Lemon Tree customer
Once you are Lemon Tree customer, finalise the setup in Holvi. The bank connection activation and authorisation signature happen entirely online in Holvi's guided bank connection setup.
- Log in to Holvi: Log in to Holvi https://login.app.holvi.com/
- Go to Connections: Select Lemon Tree bank connection.
- You will access the guided bank connection setup: Select connection settings and sign the electronic bank connection authorisation.
You can always modify and update settings by going to Connections > Lemon Tree.
Tips and instructions for selecting settings:
- The price of the bank connection is fixed, and without separate transaction fees, so we recommend to choose the daily transaction search to Lemon Tree. However, you can also choose weekly or monthly data transfer if you wish. The transfer cycle can be changed at any time, and the change will take effect in the following month. Ask your accountant for additional guidance if needed.
- The bank connection authorisation is signed electronically in the Holvi user interface. Authorisation is necessary for Lemon Tree to process your company's data.
- The connection starts working on the same day.
- With the bank connection, data can also be provided retrospectively (max. 365 days) or the start date can be set in the future. Select the desired start date during the setup phase. Also select the day when the transaction search begins. You can also ask your accountant for guidance on the start date.