Real-time notifications

Files provided by the bank are typically retrieved automatically and are then available in the corresponding overview in BL Banking. When the program starts, new account statements, for example, are retrieved. However, unless you open the account overview, the new statements may go unnoticed. The same applies to new orders awaiting signature in the EDS overview. In general, it may be difficult to keep track of everything when a lot of different data is retrieved at the same time. Real-time notifications can be a helpful tool to manage your retrieved data in a better way.

Prerequisites

A bank that provides real-time notifications provides an order type that transmits the connection parameters to the WebSocket server. To receive notifications, you must configure the WebSocket connection with this order type in the Bank properties and open the connection, preferably during program start. The WebSocket connection must remain active while working with BL Banking. If a connection error occurs, you must reestablish the connection in the properties of the affected bank.

Which files are to be retrieved from a bank is configured in the Bank properties under Account statements, Customer protocol, Notifications, and PDF documents. Here, retrieval must be enabled for each item, and the correct fetch order type must be entered. Your user profile at the bank must include these fetch order types and your permission. Note that the WebSocket connection itself does not retrieve any files.

With the function Retrieve file from bank, you can manually retrieve files at any time. For details, see the chapter Retrieved files. Automatic retrieval is controlled by your preferences for File Transfers and Account Information.

You can also link the retrieval to the receipt of a corresponding notification. To do this, enable the following preferences:

Display new real-time notifications

As soon as real-time notifications are available, a text message appears in the Status bar of the related overview, along with the Display button. If you have enabled app notifications in your operating system, the same text will also appear there in a pop-up. This way, you will be informed even when BL Banking keeps running in the background. Clicking on a notification in the operating system has the same effect as the Display button in BL Banking. In Windows, you can also find notifications in the taskbar under the icon  ∧ (Hidden Icons). The BL Banking program icon is displayed here to open a notification.

Note: Notifications for BL Banking cannot be turned on or off in the Windows settings. However, you can irreversibly disable further notifications in the pop-up menu of a message.
New order in the EDS

This notification text informs you about new orders that you need to sign in the EDS and is displayed first. Clicking the Display button displays the EDS overview, with the Open tab in the foreground. The EDS overview is automatically updated when the program starts. Refresh the EDS overview again if the program has been open for a while. Orders that need to be signed are indicated by a brush icon in front of them.

There are […] new real-time notifications

This notification text will only appear after the text New order in VEU, to inform you about files that are ready for download. The Display button opens an overview of unread real-time notifications from all banks. The entries remain here until they are marked as read, even if you close and reopen the dialog box. Once read, they are no longer available, nor are they available after exiting BL Banking.

The list is sorted by bank, followed by a description of the file type, including the order type or BTF. Next to the notification’s receipt date, the exact time of the last retrieval is displayed, if available. This allows you to see whether the reported files are already in the program or still need to be retrieved. By clicking the checkbox in the Read column, you can mark a single notification, or mark all of them using the Mark all as read button below the list. Similarly, you can unmark individual notifications or mark all of them as unread using the Mark all as unread button.

Retrieve files

If there is no retrieval date in a row or if the last retrieval occurred before the notification was received, you can open detailed information for retrieval. To do this, click on the row and then on the Display button, or double-click on the row.

The informational text summarizes which bank sent the notification, what type of files are available, how many files are ready for retrieval, and where they can be found afterwards. Click Yes to download the files immediately. The time displayed in the column Last retrieval is updated.

For some types of detailed information, you can check the box Always retrieve automatically. This ensures that such files will be retrieved as soon as a real-time notification is received. If the notification contains account information, the preferences Fetch account information on receipt of a real-time notification is enabled at the same time. If it was a status report, the user setting Fetch payment status reports when notified is enabled.

If you do not retrieve new files via real-time notifications, they will be retrieved when you refresh the corresponding view. There are also preferences for retrieval upon refresh, which are all enabled by default.

Note: After downloading, you are usually asked if you want to print the downloaded files. If you do not want this question, change your user preferences for Print Settings under File Transfers and Account Information. There, for status reports and notifications, or for each individual account, change the setting from Always Ask to the desired action: Yes to print, No to not print.
Overview of possible real-time notifications
Notification Perspective – View Remark Preference for retrieval on receipt of the real-time notification
Data available for the download Orders – Retrieved files Includes outdated formats (MT940, MT942) and other data with order types/BTFs. —
New PDF document Account statements – Other PDF documents There are separate views for other PDF documents and PDF statements. Account information
New PDF statement Account statements   PDF statements like New PDF document Account information
New batched transaction file Account statements – Batched transaction files The default sort order is by account. New items can be identified by creation date. Account information
New account statement Account statements – Account overview The default sort order for statements is by account. New items can be identified by Statement date. Account information
New advice Account statements – Account overview like New account statement Account information
New credit advice for a SEPA instant credit transfer Account statements – Account overvies Information on payment receipts, specifically for instant credit transfers Account information
New status report on SEPA recalls Orders – Notifications — Status reports
New results of the verification of payee Orders – Notifications Refers to payees of SEPA (instant) credit transfers, including stored recipients Status reports
New status report on international transfers Orders – Notifications — Status reports
New status report on SEPA direct debits Orders – Notifications — Status reports
New status report on SEPA instant transfers Orders – Notifications — Status reports
New status report on SEPA credit transfers Orders – Notifications — Status resports
New bank protocol entry Bank connections – Context menu Display protocol — —
Change of user profile Bank connections – Context menu Properties – User profile — —