Mapping Bank Accounts (Intacct)

once the {{productname}} installation and setup are completed, you are still able to map any new bank accounts that are added to the plugin navigate to accounts log in to {{fispanportal}} head to the https //sys fispan live/login or the https //sandbox fispan cloud you used to register for an account with {{fispan}} when you installed the plugin log in to the portal with the email and password you used to register go to accounts select associate accounts and map the accounts you would like to map matching accounts the next step in the installation wizard is to match your erp accounts to the corresponding bank accounts match accounts drag an erp account from the left column and drop it onto the desired bank account continue until all accounts are matched select default account to select your preferred default account, hover over the desired source account and click the star icon this sets the default selection in the source account dropdown (you can change it anytime in the account matching screen here) once you've successfully matched your accounts, click next step note when installing the plugin in sandbox, the bank account ending in 1133 is used for testing purposes only this account is not linked to any of your live accounts with your bank when installing in production, the bank accounts listed will reflect your accounts set up for use with the plugin map additional accounts or change existing mapping to map any additional accounts or alter an existing mapping, you would need to go to https //sys fispan live/login and log in once logged in, you can click on the three dots on the top right of the sage intacct® tile and click on associate accounts this will open the account matching screen, where you can map any additional accounts or alter the existing mapping