--- title: Enabling Bank Feeds (Intacct) slug: citizens/enabling-bank-feeds-intacct description: Learn how to activate bank feeds through the Banking Cloud feature with this easy-to-follow guide. Follow the step-by-step instructions, including searching for "Citizens - Powered by FISPAN" and agreeing to the conditions. docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2023-10-06T05:36:39.290Z --- # Enabling Bank Feeds ## Step 1: Locate the Account Go to **Cash Management → Checking**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/dkyPNoy2YZEpop187pI0o_screen-shot-2022-11-29-at-32423-pm.png" size="60" width="1018" height="1010" caption="Go to Checking" position="center" showCaption="true"} On the Checking page, select **Edit** on the account you wish to turn on Bank Feeds for. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/YJZpwNz74M7MfOg2zYHrJ_image.png" size="80" width="1023" height="160" caption="Select Edit" position="center" showCaption="true"} *** ## Step 2: Activate Bank Feeds Under the** Banking Cloud **tab, click **Connect**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/rlKttru-5tI3C-9C1cxDq_screen-shot-2022-11-29-at-32638-pm.png" size="80" width="1974" height="628" caption="Connect Banking Cloud" position="center" darkWidth="1974" darkHeight="628" showCaption="true"} In the search bar search **‘Citizens'**. Select **Citizens – Powered by FISPAN**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/KB9rH40VSqjX60gS_FBZ__image.png" size="80" width="950" height="358" position="center" caption="Seach for "Citizens Bank - Powered by FISPAN"" darkWidth="950" darkHeight="358" showCaption="true"} :::hint{type="danger"} You will need to input a code: 859127 ::: Next, review the conditions and click on the checkbox to agree. Click **Continue** to proceed. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/kWcFtjr95uFObTdzxYfSB_image.png" size="80" width="1567" height="721" caption="Agree to Conditions" position="center" darkWidth="1567" darkHeight="721" showCaption="true"} You will be redirected to a landing page that will require you to sign in to the FISPAN Wizard. Select **Login** **Now**. *** ## Step 3: Match Account for Bank Feeds After logging in, select the account from Step 1, then select **Save and Finish**. You will automatically be redirected back to Sage. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/U-Ometc6uybbQ8OTN4Zj6_image.png" size="80" width="800" height="368" caption="Select Account" position="center" darkWidth="800" darkHeight="368" showCaption="true"} After being redirected back to Sage, select the same account and click **OK**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/mbV93W-ruFDy6OcwGsuo-_image.png" size="80" width="800" height="264" position="center" caption="Click Ok" darkWidth="800" darkHeight="264" showCaption="true"} Choose the date you want transactions to start from. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/rxnhSE35bp1ky2EcL60tQ_image.png" size="80" width="800" height="258" caption="Choose Date" position="center" darkWidth="800" darkHeight="258" showCaption="true"} :::hint{type="info"} **NOTE: **You must complete account matching within 60 minutes; otherwise, the installation wizard will time out, the connection will fail, and the account will remain **Pending** with no transactions coming in. To retry, disable the account(s) under the **Accounts** table and reinitiate the mapping process. ::: *** ## Step 4: Confirm Bank Feeds Select **Confirm** to confirm the activation of Bank Feeds. Once the connection is successful, the status will change to **Connected**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/anRTAY1MyD4X9to1PbRYi_image.png" size="80" width="800" height="163" caption="Confirm Bank Feeds" position="center" darkWidth="800" darkHeight="163" showCaption="true"} :::hint{type="info"} **NOTE:** If the account is in **Pending** status, it means that the transactions have not been pushed for this account. You will need to wait until the transactions are successfully pushed to this account before seeing it marked as **Connected**. ::: Once the account is **Connected**, go to **Cash Management -> Reconciliation -> Bank **and follow your native reconciliation process. *** ## Set Up Multi-Account Bank Feeds Bank Feeds allows you to connect multiple accounts to the plugin. Once one bank account has been connected to Bank Feeds by following the **Enabling Bank Feeds** page, other accounts can be connected simultaneously through a financial institution connection. :::hint{type="info"} **NOTE: **Before you set up the Financial Institution, ensure that both Cash Management and Sage Cloud Services are enabled in the Subscriptions section. In the Sage Cloud Services configuration, confirm the **Enable Bank Feeds** checkbox is checked as per the **Enabling Bank Feeds **page. If this does not work, please contact Sage support and ask to get access to the Financial Institution. ::: Follow the steps below to set up multiple accounts for Bank Feeds. :::::WorkflowBlock :::WorkflowBlockItem ### Set up a Financial Institution Go to **Cash Management** **→** **Set up** **→** **Financial Institution** and create a new Financial Institution. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/j-_CpvwlpIGE9imWiq3fp_screen-shot-2022-11-21-at-32139-pm.png" size="80" width="800" height="605" caption="Set-up Financial Institution" position="center" darkWidth="800" darkHeight="605" showCaption="true"} This allows you to create a connection to the bank. Create the ID and Name as desired. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/XMQxXKn5GRLMk97xn_t1S_image.png" size="80" width="2987" height="811" position="center" caption="Create Financial Institution" darkWidth="2987" darkHeight="811" showCaption="true"} ::: ::::WorkflowBlockItem ### Map Accounts for Bank Feeds Select **Map Accounts** and choose which accounts you would like to enable on Bank Feeds. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/CxUN4PDJXdbp1oE7Zf2jn_image.png" size="80" width="2220" height="1171" position="center" caption="Map Accounts" darkWidth="2220" darkHeight="1171" showCaption="true"} :::hint{type="info"} **NOTE: **You must complete account matching within 60 minutes; otherwise, the installation wizard will time out, the connection will fail, and the account will remain **Pending** with no transactions coming in. To retry, disable the account(s) under the **Accounts** table and reinitiate the mapping process. ::: ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/XT4keeJiRBWlgcMbreKQd_image.png" size="80" width="1245" height="544" position="center" caption="Map Accounts" darkWidth="1245" darkHeight="544" showCaption="true"} After mapping the accounts, the Banking cloud statuses can be seen in the Accounts tab. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/6SImdMorUnh7FIWNegYWh_svb-image.png" size="80" width="1158" height="444" position="center" caption="Account Status" darkWidth="1158" darkHeight="444" showCaption="true"} To view your account information, click **Bank Transactions** in the Cash Management module. You can also view this information through the Reconciliation module. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Su6-TcO3zPy3jnOtb8GEC_image.png" size="80" width="800" height="285" caption="Observe Bank Transactions" position="center" darkWidth="800" darkHeight="285" showCaption="true"} :::: :::::