Mapping Bank Accounts (BC365)

once you’ve completed the plugin installation and setup, you’ll need to map any new accounts that are added to the plugin if you’re setting up the plugin for the first time, you will have already completed this head to the fispan portal https //sys fispan live/login you used to register for an account with fispan when you installed the plugin log in to the portal with the email and password you used to register select associate accounts match your erp accounts with the appropriate bank account simply drag the erp account from the left and drop it onto the bank account you would like it to be tied to once you have successfully matched your accounts, select save & finish