You will have received an invitation email from your bank with links to install the Plugin or FISPAN Sync and easy-to-follow instructions for using the Plugin and FISPAN Sync.

Do not forward this email to another user in your organization – it is specific to your account.

Do not delete the email. We will contact you and guide you through the installation.

Ready to get started? Check your inbox for the invitation email and install your plugin now.

Step 1: Invitation Email (Workday)

Step 2: Register & Login (Workday)

Step 3: Select Install (Workday)

Step 4: Overview (Workday)

Step 5: Permissions (Workday)

Step 6: Register API Client

Step 7: Authenticate with Workday

Step 8: Connection Status (Workday)

Step 9: Account Matching (Workday)

Step 10: Enable Bank Feeds (Workday)

Step 11: Post-Onboarding Checklist (Workday)

Installation

Authentication Methods (Workday)

Using Login with Workday

Using Login with FISPAN

Sign In Experience (Workday)

Authentication (Workday)

Mapping Bank Accounts (Workday)

Setting Up Multi-Factor Authentication (Workday)

Configuration

Pre-Onboarding Checklist (Workday on Sync)

ProductAssistant

bankRepresentative

AccountsReceivables

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

Customers Bank

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Sandbox Checklist (NetSuite)

Plugin Setup

Plugin Management

User Management

Vendor Management

Entity Bank Details

Cash Management

Accounts Payable

Bank Feeds

Positive Pay (NetSuite)

Product Features

FAQs (NetSuite)

Troubleshooting

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

NetSuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Sandbox Checklist (Intacct)

Plugin Setup 

Accounts Payable 

FAQs (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (Business Central)

Post-Onboarding Checklist (Business Central)

Sandbox Checklist (Business Central)

FAQs (Business Central)

Approval Limitations (Business Central)

Release Notes (Business Central)

Business Central

Release Notes (Workday)

Workday

Product Assistant

ACH Requirements

FedWire Requirements

Payment Rail Requirements

Contact Us

Feature Requests

Support