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Integrating with online bill payment

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bzs

27 Feb, 2011 10:50 PM

Hi. After waiting for a while for the "official" ability to schedule an online payment, I have decided to try and tackle this via an extension.

What I have done so far in my extension is to listen for transaction addition and changes; if the check number is "epay", I then determine whether this is in a valid account (must have bill pay enabled, for example), and (by looking at the splittxn) I determine if it's an interbank transfer, an intrabank transfer, or an actual billpay.

Adding in support for transfers is something I would like to do as well (since the OFX supports it), but the first step is to make the online bill payment work.

I would love additional sample code to illustrate how to go from the account object to the list of payees that are available to that (online) account. Indeed, I'm unclear about the relationship between Account and OnlineAccount - I'm assuming there has to be an easy way to relate the two? I would also appreciate any information that indicates the URL to invoke the billpay screen, or any functions/methods that can be used to both invoke and fill in the billpay screen - I would like to (a) see if the transaction's "description" matches one of the online payees, and select that payee by default, or (b) (if nothing matches) fill in whatever I can on the 'new payee' screen.

In fact, additional documentation of any sort regarding the overall architecture would be a big help...?

Thanks!

1. 1 Posted by Tom Freeman on 23 Mar, 2011 03:26 PM

   

   Sorry for the late response. You should be able to find what you are looking for here : http://moneydance.com/developer

   If you do create an extension you would want to make available for other users. Please email it in an attachment to [email blocked]

   Tom

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2. 2 Posted by bzs on 23 Mar, 2011 04:16 PM

   

   Hi, Tom. Thanks for the response. I've already been to the development site and didn't see any helpful information relating to my specific needs there. Are you saying there are discussions or files posted there that address my questions, or rather that I should post to the developers group there (the mailing list)? Or has something been updated there recently to include the kind of information I was asking for.

   Thanks again,
   - Bryan

   -----Original Message-----
   From: Tom Freeman [mailto:[email blocked]]
   Sent: Wednesday, March 23, 2011 8:27 AM
   To: [email blocked]
   Subject: Re: Integrating with online bill payment [Third Party Development]

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3. 3 Posted by Tom Freeman on 23 Mar, 2011 04:26 PM

   

   I'll send this on to development staff and see what they say.

   Tom

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4. Support Staff 4 Posted by Sean Reilly on 24 Mar, 2011 01:21 AM

   

   Hi Bryan,

   Thanks for paying attention to this. Over the years there have been too many other bits taking my attention away from the recurring payments, secure messages and wire transfers.

   I think the code you'd want to use are:
   Account:

   import com.moneydance.apps.md.model.;
   import com.moneydance.apps.md.view.gui.;

   Account acct = ...;  // the account
   OnlineService svc = acct.getBillPayFI(); // returns the OnlineService used for bill payment
   MDAccountProxy onlineAcct = new MDAccountProxy(acct);
   OnlinePayeeList payeeList = svc.getPayees(onlineAcct);
   

   The online account is an interface to Moneydance's built-in model. It was designed that way so that our OFX system could be adapted to other applications and services.

   To get the URL to which bill payment messages should be sent you can call:
   

   svc.getMsgSetURL(OnlineService.MESSAGE_TYPE_BILLPAY)
   

   To get the URL for wire transfers:
   

   acct.getBankingFI().getMsgSetURL(OnlineService.MESSAGE_TYPE_WIREXFR)
   

   If you have any other questions, feel free to post them to the moneydance-dev mailing list:
   http://moneydance.com/mailman/listinfo/moneydance-dev

   You can also send me email at [email blocked], but the mailing list is probably a better place since it is a public forum. I often lose track of messages in my own inbox.

   Thanks,
   Sean

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5. 5 Posted by bzs on 26 Mar, 2011 06:02 PM

   

   Thanks, Sean. I'll post my follow up questions to the list.

   -----Original Message-----
   From: Sean Reilly [mailto:[email blocked]]
   Sent: Wednesday, March 23, 2011 6:22 PM
   To: [email blocked]
   Subject: Re: Integrating with online bill payment [Third Party Development]

   • Edit

6. System closed this discussion on 31 Mar, 2015 03:34 PM.