Mapping Bank Accounts (Xero)

navigating to the account matching page 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 completed this during step 8 account matching 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 the “ … ” that appears on the top right corner of your erp module and select associate accounts account match step match your erp accounts with the corresponding bank accounts by dragging an erp account from the left and dropping it onto the desired bank account once you've successfully matched your accounts, click next step if you are updating mappings for accounts already connected to bank feeds, please note that these changes may impact your existing connections after completing the account mapping, refer to the 'managing outdated accounts' section here for instructions on updating your bank feeds