f you have already enabled bank feeds and are using this for some of your existing accounts already, use this procedure to add and set up additional accounts to use bank feeds.

Sage Bank Feeds allows you to connect multiple accounts to the plugin. 

Once one bank account has been connected to bank feeds

, other accounts can be connected in one go, via a financial institution connection.

First, one bank account needs to be enabled via the ‘traditional’ bank feeds method as seen above.

This allows the user to create a connection to the bank.

Select map accounts and choose which accounts are to be enabled on bank feeds.

If this action is not completed within 60 minutes, the connection process will fail, and the account will remain in a ‘pending’ state with no transactions coming in.

If there are over 100 transactions, the plugin will push them into the system in batches of 100. This may cause some transactions to appear at first and the rest will appear later. Typically it will take a few hours to view all your transactions.

After mapping the accounts, statuses can be seen in the accounts tab.

The transactions can then be observed by hitting ‘bank transactions’ in the cash management module, or by going through the reconciliation module. 

Enabling Bank Feeds (Intacct)

Adding Accounts to Bank Feeds (Intacct)

YourBank

MyBank

Disabling Bank Feeds (Intacct)

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Account-to-Account Transfers (NetSuite)

Remittance Advice (NetSuite)

Employee Expense Reports (NetSuite)

Positive Pay (NetSuite)

Supported Versions (NetSuite)

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Troubleshooting

Sandbox Checklist (NetSuite)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

Netsuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Bank Statements (Intacct)

Account-to-Account Transfers (Intacct)

Positive Pay (Intacct)

Remittance Advice (Intacct)

Features

FAQ (Intacct)

Intacct Functionality Overview

International Wire Payments

Sandbox Testing (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Configuration

Remittance Advice (BC365)

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Business Central 365

Cutoff Times

Account Transfers Requirements

ACH Requirements

Check Requirements

FedWire Requirements

International Payment Requirements

Supported Countries for International Payments

Payment Requirements

EASI Link Release Site Guide

Switching From One ERP to Another

Term Glossary

Feature Requests

Contact Us

Support