Installation
Step 1: Invitation Email
Ready to get started? Check your inbox for the invitation email and install your plugin now.
Step 2: Register & Login
Follow these steps to register for the FISPAN portal and log in for the first time.
Step 3: Select ERP
Select the Business Central ERP in the installation wizard.
Step 4: Overview
Get an overview of the installation process and complete the pre-onboarding checklist before installing the plugin.
Step 5: Bank Authentication
Give Intacct permission to talk to your bank with this guide.
Step 6: Permissions
Grant the plugin access to your ERP to continue installation.
Step 8: Install.app
Install the plugin in Business Central with these simple steps.
Step 9: Allow HttpClient Requests
Follow this step to allow HttpClient Requests in your ERP.
Step 10: Authentication
Authenticate your Business Central account to proceed with the installation process.
Step 11: Select Environment and Company
Identify and select the Business Central environment and associated company for this plugin.
Step 12: Connection Check
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 13: Account Matching
Follow this step to learn how to match your ERP accounts with the corresponding bank accounts.
Step 14: Set Up Approval Rules
Approval rules let you control how payments are reviewed and authorized before they are sent. Setting up an approval workflow ensures every payment is checked against your organization's policy from day one.
Step 15: Enable Bank Feeds
Bank feeds let your settled bank transactions flow automatically into your ERP for reconciliation, removing the need to export and import bank statements manually. Follow the instructions below to connect your bank for automatic transaction syncing.
Step 16: Add User Permissions
Use this guide to learn how to set up your user permission sets for the plugin.