You should have received an invitation email from 

 plugin and easy-to-follow instructions for installation.

Follow these steps to register for the portal and log in for the first time.

Pre-Onboarding Checklist (Business Central)

Step 1: Invitation Email (BC365)

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

Step 2: Register & Login (BC365)

Customers Bank

Welcome

Getting Started

Pre-Onboarding Checklist (Intacct)

Installation

Post-Onboarding Checklist (Intacct)

Sandbox Checklist (Intacct)

Plugin Setup 

Plugin Management

User Management

Vendor Management

Configuration

Cash Management

Accounts Payable

Bank Feeds

Product Features

FAQs (Intacct)

Troubleshooting

Release Notes (Intacct)

Intacct

Post-Onboarding Checklist (Business Central)

Sandbox Checklist (Business Central)

Plugin Setup

FAQs (Business Central)

Approval Limitations (Business Central)

Release Notes (Business Central)

Business Central

ACH Requirements

FedWire Requirements

Payment Rail Requirements

Contact Us

Feature Requests

Support