You will have received an invitation email from Citizens with links to install the Citizens plugin and easy-to-follow instructions for using the plugin. 

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Pre-Onboarding Checklist (Xero)

Step 1: Invitation Email (Xero)

ExpenseReportsRails

pluginBankName

netsuiteScriptId

ProductAssistant

bankRepresentative

AccountsReceivables

companionapp

FISPANsync

bank representative or with a member of our onboarding or support team

preonboarding

noreply

FISPANsproduct

fispanportal

FISPAN

product-feedback@fispan.com or on the FISPAN Feature Request Portal 

productfeedback

checkdeliverycode

Supportname

supportemail

bankadministrator

entitiyaddress

Historicalbankdata

SuiteAppName

SuppportRepresentative

ShortName

ProductName

Test

BusinessDays

YourBank

MyBank

Step 2: Register & Login (Xero)

Citizens ERPConnect

Citizens

Welcome

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Sandbox Checklist (NetSuite)

User Management via the Portal

Vendor Bank Details

Information Reporting

Account Transfers (NetSuite)

NetSuite Approval Limitations (Informational)

FAQs (NetSuite)

NACHA 2021 FAQs

Failed Bills (NetSuite)

Supported Versions (NetSuite)

Troubleshooting

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

Netsuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Sandbox Checklist (Intacct)

Account Transfers (Intacct)

FAQs (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (Business Central)

Installation

Post-Onboarding Checklist (Business Central)

Sandbox Checklist (Business Central)

Plugin Configuration

Configuration

Account Transfers (Business Central)

FAQs (Business Central)

Approval Limitations (Business Central)

Release Notes (Business Central)

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Post-Onboarding Checklist (QBO)

Plugin Setup

Setting Up Multi-Factor Authentication

Re-Authentication (QBO)

Payments

Account Transfers (QBO)

Features

FAQs (QBO)

Release Notes (QBO)

QuickBooks Online

Pre-Onboarding Checklist (Workday)

Post-Onboarding Bank Feeds (Workday)

Authentication Methods (Workday)

Sign In Experience (Workday)

Mapping Bank Accounts (Workday)

Setting Up Multi-Factor Authentication (Workday)

Accounts Payable

Cash Management

Product Features

Release Notes (Workday)

Workday

Post-Onboarding Checklist (Xero)

Account Transfers (Xero)

FAQs (Xero)

Release Notes (Xero)

Xero

Product Assistant

Failed Payment Notifications

ACH Requirements

International ACH

Check Requirements

Wire Requirements

International Wires

Account Transfers Requirements

Virtual Credit Card Requirements

Supported Characters

Payment Requirements

General

Setup

Payments - General

ACH Payments

Wire Payments

Account-to-Account Transfers

Checkprint

Positive Pay

ERPConnect FAQ

Feature Requests

EULA

Contact Us

xero

bc365

intacct

netsuite