The FISPAN x First Republic Product Guides is where you will find documentation about features, set-up guides and more!

Ready to transform your commercial banking experience? Learn how to embed First Republic banking services directly within your ERP.  Begin by selecting your ERP:

The First Republic Plugin and Companion App support the following features

Learn how to access comprehensive documentation and set-up guides for FISPAN x First Republic products with our helpful guide. Find quickstart links for popular ERP systems like Netsuite, Sage Intacct, Xero, and QuickBooks Online. Discover the wide range 

Welcome

BusinessDays

YourBank

MyBank

Pre-Onboarding Checklist (NetSuite)

First Republic

Getting Started

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Account Transfers (NetSuite)

Positive Pay (NetSuite)

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)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Fund Transfers (Intacct)

Positive Pay (Intacct)

Remittance Advice (Intacct)

FAQ (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Untitled

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication (QBO)

Reauthentication (QBO)

Payments

Account Transfers (QBO)

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

Xero

Pre-Onboarding Checklist (Xero)

Post-Onboarding Checklist (Xero)

Setting Up Multi-Factor Authentication (Xero)

Reauthentication (Xero)

Account Transfers (Xero)

FAQ (Xero)

Release Notes (Xero)

QuickBooks Online

Approval App

Account Transfers Requirements

ACH Requirements

Check Requirements

FedWire Requirements

International Wire Requirements

Cutoff Times

Payment Requirements

Term Glossary

FISPAN First Republic Support

Support

Welcome

Quickstart

Available Products

Still have questions?

ERP	Quickstart Links	Release Notes
Netsuite	Pre-Onboarding Checklist (NetSuite)	Netsuite Release Notes Entity Bank Detail Release Notes
Sage Intacct	Pre-Onboarding Checklist (Intacct)	Intacct Release Notes
Xero	Step 1: Invitation Email (Xero)	Release Notes (Xero)
QuickBooks Online	Step 1: Invitation Email (QBO)	Release Notes (QBO)