You will have received an invitation email from FISPAN on behalf of Commerce Bank with links to install the Commerce plugin and gain access to the Companion App. The email also contains easy-to-follow instructions for using the Commerce plugin and Companion App.

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Step 1: Invitation Email (QBO)

Step 2: Register & Login (QBO)

Step 3: Select Install (QBO)

Step 4: Overview (QBO)

Step 5: Permissions (QBO)

Step 6: Authentication (QBO)

Step 7: Connection Status (QBO)

Step 8: Account Matching (QBO)

Step 9: Launch FISPAN Sync (QBO)

Installation

Pre-Onboarding Checklist (QBO)

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

Commerce Bank

Welcome

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Employee Expense Reports (NetSuite)

Remittance Advice (NetSuite)

Positive Pay

Features

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) (cloned)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (BC365)

Post-Onboarding Checklist (BC365)

Remittance Advice (BC365)

FAQ (BC365)

Sandbox Checklist (BC365)

Release Notes (BC365)

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication

Re-Authentication (QBO)

Plugin Setup

Bill Payments

Bank Statements

Remittance Advice (QBO)

FAQ (QBO)

Release Notes (QBO)

QuickBooks Online

Installation & Set-up

Payments

Remittance Advice

Xero

Approval Portal

Failed Payment Notifications

ACH Requirements

Check Requirements

Payment Requirements

Contact Us

Feature Requests