Here, the wizard will begin to run a connection check to validate all details entered in the previous steps and that all permissions are correctly set-up.

If there are no issues, a large green checkmark will appear to confirm that the connection has been established. Click on 

If any permissions are missing, a red X will be displayed, as shown in the screenshot below, along with a clear, plain English explanation of the failure.

I apologize for the confusion, but as there is no document provided for me to summarize, I am unable to generate an SEO description. If you can provide some content or specify the topic, I would be happy to assist you further.

Step 13: Assign Role to User

Step 14: Connection Status

YourBank

MyBank

Step 15: Account Matching

Commerce Bank

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Remittance Advice (NetSuite)

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)

Installation

Post-Onboarding Checklist (Intacct)

Plugin Setup

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (BC365)

Post-Onboarding Checklist (BC365)

Plugin Configuration

Remittance Advice (BC365)

FAQ (BC365)

Sandbox Checklist (BC365)

Release Notes (BC365)

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication

Re-Authentication (QBO)

Payments

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

Xero

Approval Portal

ACH Requirements

Payment Requirements

Feature Requests

Contact Us