Mapping Bank Accounts

once the plugin installation and setup are completed, you are still able to map any new bank accounts that are added to the plugin head to the fispan production portal or fispan sandbox portal 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 select asscoiate accounts and map the accounts you would like to map! match your erp accounts with the corresponding bank accounts by dragging an erp account from the left and dropping it onto the desired bank account after you have matched all accounts, hover over your desired default source account click the star icon this account will now appear as the default in the source account dropdown and can be changed at any time on the account matching screen 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 to map additional accounts or alter existing mapping to map any additional accounts or alter an existing mapping, you would need to navigate to sys fispan live and login once logged in you can click on three dots on the top right of the sage intacct® tile and click on associate accounts this will open up the account matching screen and you should be able to map any additional accounts