---
title: Welcome
slug: columbiabank
description: Find comprehensive product guides, support documentation, and resources in this document. 
icon: {"faIcon":"fa-solid fa-handshake-simple"}
docTags: 
createdAt: 2022-10-25T20:14:19.000Z
---

Welcome to the Columbia Bank Product Guides. Here you'll find links to start installation, a list and quicklinks to supported products, and helpful resources to get the most out of your experience.

***

## Getting Started

Access the links below to begin installation and review the latest updates in our release notes. Explore our other content using the search bar or the navigation menu on the left.

| **ERP**                        | **Quickstart Links**                                                                                                                 | **Release** **Notes** |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------ | --------------------- |
| **Oracle NetSuite (NetSuite)** | **[Pre-Onboarding Checklist (NetSuite)](docId\:XraZUSRJze9Hdpw9T1iBH) <br />                                                         |                       |
| **Sage Intacct (Intacct)**     | [Pre-Onboarding Checklist (Intacct)](docId\:bo0mRk1eHiJCnoBlK11LH) <br />                                                            | <br />                |
| **QuickBooks Online (QBO)**    | [Pre-Onboarding Checklist (QBO)](docId\:m-tG8zU4Y5Tj2RcKP4dr5) <br />[Post-Onboarding Checklist (QBO)](docId:1WhZvbQSNpwaor7peFjPJ)  |                       |

***

## Product Tour

Try the plugin for yourself and experience firsthand how embedded banking can streamline your workflows. Select your ERP below to explore features, view chapters, and process test payments in our interactive demo environment.&#x20;

:::Iframe{iframeHeight="0" code="<html>&#xA;<body>&#xA;    <div class=&#x22;erp-cards-container&#x22;>&#xA;        <!-- Card 1: Oracle NetSuite -->&#xA;        <div class=&#x22;erp-card netsuite&#x22;>&#xA;            <div class=&#x22;erp-logo-area&#x22;>&#xA;                <!-- Replace src with your actual NetSuite logo URL -->&#xA;                <img id=&#x22;ns-img&#x22; src=&#x22;https://archbee-image-uploads.s3.amazonaws.com/MM6nC_bKbIkwCRqiFZqEu/Nh1-cllWbgS3zLRzDG5QU-20260604-173446.png&#x22; alt=&#x22;Oracle NetSuite Logo&#x22;>&#xA;            </div>&#xA;            <h3>NetSuite</h3>&#xA;            <p>Experience the Columbia Bank plugin through this Guided Solutions Demo.</p>&#xA;            <!-- NS Button --> &#xA;            <button class=&#x22;erp-btn netsuite-btn btn-demo&#x22; data-navattic-open=&#x22;https://demo.fispan.com/psl/columbia-bank-netsuite?g=cmuq3qae2000b07pjakw49v5e&s=0&#x22; data-navattic-title=&#x22;Columbia Bank - Oracle NetSuite&#x22;>Start Demo</button>&#xA;        </div>&#xA;        <!-- Card 2: Sage Intacct -->&#xA;        <div class=&#x22;erp-card sage&#x22;>&#xA;            <div class=&#x22;erp-logo-area&#x22;>&#xA;                <!-- Replace src with your actual Sage logo URL -->&#xA;                <img id=&#x22;sg-img&#x22; src=&#x22;https://archbee-image-uploads.s3.amazonaws.com/MM6nC_bKbIkwCRqiFZqEu/ROrmjeOkngAqaCzyndwe9-20251204-004430.png&#x22; alt=&#x22;Sage Intacct Logo&#x22;>&#xA;            </div>&#xA;            <h3>Intacct</h3>&#xA;            <p>Experience the Columbia Bank plugin through this Guided Solutions Demo.</p>&#xA;          <!-- Sage Button --> &#xA;            <button class=&#x22;erp-btn sage-btn btn-demo&#x22; data-navattic-open=&#x22;https://demo.fispan.com/psl/columbia-bank-intacct?g=cmsi0uhet000a0akidh89b8z1&s=0&#x22; data-navattic-title=&#x22;Columbia Bank - Sage Intacct&#x22;>Start Demo</button>&#xA;        </div>&#xA;        <!-- Card 3: QuickBooks Online -->&#xA;        <div class=&#x22;erp-card qbo&#x22;>&#xA;            <div class=&#x22;erp-logo-area&#x22;>&#xA;                <!-- Replace src with your actual QBO logo URL -->&#xA;                <img id=&#x22;qbo-img&#x22; src=&#x22;https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/8bTfUhDkY9iNt3CrUQ9ID_quickbooks-2.svg&#x22; alt=&#x22;QuickBooks Online Logo&#x22;>&#xA;            </div>&#xA;            <h3>QuickBooks Online</h3>&#xA;            <p>Experience the Columbia Bank plugin through this Guided Solutions Demo.</p>&#xA;            <!-- QBO Button -->&#xA;            <button class=&#x22;erp-btn qbo-btn btn-demo&#x22; data-navattic-open=&#x22;https://fispan.navattic.com/columbia-bank-qbo?g=cmrxv2ncf000e04jr8ack9ycg&s=0&#x22; data-navattic-title=&#x22;Columbia Bank - QuickBooks Online&#x22;>Start Demo</button>&#xA;        </div>&#xA;    </div>&#xA;</body>&#xA;&#xA;<!-- DO NOT DELETE -->&#xA; <script src=&#x22;https://js.navattic.com/embeds.js&#x22;></script>&#xA; </html>"}

:::

***

## Products and Features

Explore the features and products Columbia Bank supports. Click the checkmark **✓** under your ERP per product to jump directly to its documentation for setup guides and usage instructions.

### Accounts Payable

| **Feature**        | **NetSuite**                                                                              | **Intacct**                                                                               | **QuickBooks Online**                                              |
| ------------------ | ----------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- | ------------------------------------------------------------------ |
| Bill Payments      | [✓](https://support.fispan.com/columbiabank/bill-payments)                                | [✓](https://support.fispan.com/columbiabank/bill-payments-intacct)                        | [✓](https://support.fispan.com/columbiabank/bill-payments-qbo)     |
| Discounts          | [✓](https://support.fispan.com/columbiabank/applying-discounts-netsuite)                  | [✓](https://support.fispan.com/columbiabank/applying-discounts-intacct)                   |                                                                    |
| Credit Memos       | [✓](https://support.fispan.com/columbiabank/applying-discounts-netsuite#partial-payments) | [✓](https://support.fispan.com/columbiabank/applying-discounts-netsuite#partial-payments) |                                                                    |
| Payment Approvals  | [✓](https://support.fispan.com/columbiabank/payment-approvals-netsuite)                   |                                                                                           | [✓](https://support.fispan.com/columbiabank/payment-approvals-qbo) |

### Bank Feeds

| **Feature** | **NetSuite**                                                 | **Intacct**                                             | **QuickBooks Online** |
| ----------- | ------------------------------------------------------------ | ------------------------------------------------------- | --------------------- |
| Bank Feeds  | [✓](https://support.fispan.com/columbiabank/c-Hp-bank-feeds) | [✓](https://support.fispan.com/columbiabank/bank-feeds) |                       |

### Payment Rails

| **Payment Rail**                                    | **NetSuite** | **Intacct** | **QuickBooks Online** |
| --------------------------------------------------- | ------------ | ----------- | --------------------- |
| [ACH Requirements](docId\:YKZ22Bpr0-vsFMvACC2U4)    | ✓            | ✓           | ✓                     |
| [Check Requirements](docId\:XWSipQy6LzsD3qrknBVlA)  | ✓            | ✓           | ✓                     |

***

## Product Support

### Support&#x20;

We're here to help you get started and use the plugin. If something goes wrong, reach out to us directly or check the Status Page for updates.

:::CtaButton{label="Contact Us" docId="1NB5rwKG6GakwptULo_cs" openInNewTab="true"}

:::

:::CtaButton{label="Status Page" externalHref="https://fispan-columbiabank.statuspage.io/" openInNewTab="true"}

:::

### Have a feature request?

Feature requests play a key role in guiding the development of our integrations. Access our portal in the [Feature Requests](docId\:YDrks170OAWH5Un6vEXox) article or use the following link.

[FISPAN Feature Request Portal](https://portal.productboard.com/fispan/4-fispan-product-portal)

:::hint{type="info"}
**NOTE:&#x20;**&#x57;e are always thrilled to receive feedback and feature requests for our integrations. We work closely with our various partners to make decisions on what to develop next. We may reach out to you directly for additional information about a feature you've previously voted on or suggested. Lastly, due to the complexity of developing the integrations, we are generally unable to provide timelines on the features listed in our feature request portal.

FISPAN is a vendor of your bank. To submit inquiries or complaints to your bank, please do so directly with them.&#x20;

If you have a question about a feature listed under "LAUNCHED, Subject to Bank Availability," please reach out to our Support team, or your bank representative.
:::