The first page of the installation wizard provides a brief summary. Before you continue, you must review and complete the pre-onboarding checklist.

When you're finished, click the toggle next to "I have completed the pre-onboarding checklist." This will activate the 

button.

To proceed to the next step, click 

Get an overview of the installation process and complete the pre-onboarding checklist before installing the plugin.

Step 3: Select ERP (BC365)

Step 4: Overview

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

Step 5: Permissions (BC365)

Customers Bank

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation

Post-Onboarding Checklist (NetSuite)

Configuration

Plugin Setup

Cash Management

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 

Plugin Management

User Management

Vendor Management

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

ACH Requirements

FedWire Requirements

Payment Rail Requirements

Contact Us

Feature Requests

Support