 on the account you wish to turn on bank feeds for.

In the search bar, search "J.P. Morgan" or select 

. from the list of banks already displayed.

Agree to the terms and conditions and select 

You will be redirected to a landing page that will require you to sign in to the FISPAN Wizard.

After logging in, select the account which you have selected in Step 1.

After you have selected the account, select 

. You will automatically be redirected back to Sage.

After being redirected back to Sage, select the same account and select 

Choose the date you want transactions to start from.

 to confirm the activation of Bank Feeds, once the connection is successful, the status will change to 

, go to Cash Management > Reconciliation > Bank and follow your native reconciliation process. Do not forget to add a rule set, that is an Intacct requirement prior to starting the reconciliation. 

Sage Bank Feeds allows you to connect multiple accounts to the plugin. 

Once one bank account has been connected to bank feeds

, other accounts can be connected in one go, via a financial institution connection.

First, one bank account needs to be enabled via the ‘traditional’ bank feeds method as seen above.

This allows the user to create a connection to the bank.

Select map accounts and choose which accounts are to be enabled on bank feeds.

If this action is not completed within 60 minutes, the connection process will fail, and the account will remain in a ‘pending’ state with no transactions coming in.

If there are over 100 transactions, the plugin will push them into the system in batches of 100. This may cause some transactions to appear at first and the rest will appear later. Typically it will take a few hours to view all your transactions.

After mapping the accounts, statuses can be seen in the accounts tab.

The transactions can then be observed by hitting ‘bank transactions’ in the cash management module, or by going through the reconciliation module. 

Learn how to activate bank feeds for JP Morgan Access - Powered by FISPAN with this comprehensive document. It features detailed instructions, screenshots, and guidance on connecting to the FISPAN Wizard and logging in. Streamline your banking processes t

Bank Feed Requirements (Intacct)

Enabling Bank Feeds (Intacct)

YourBank

MyBank

Adding Accounts to Bank Feeds (Intacct)

J.P.Morgan

J.P. Morgan

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

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)

Employee Expense Reports (NetSuite)

Features

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Supported Versions (NetSuite)

Managing Security Tokens (NetSuite)

Troubleshooting

Sandbox Checklist (NetSuite)

Enabling Bank Feeds (Intacct)

Enabling Bank Feeds

Step 2: Activate Bank Feeds