Mapping Bank Accounts (Xero)

once the {{productname}} installation and setup are completed, you are still able to map any new bank 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 of the installation steps navigate to accounts log in to {{fispanportal}} head to the 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 go to accounts select the “ … ” that appears in the top right corner of your erp module and select associate accounts matching accounts 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 important updating mappings for accounts currently connected to bank feeds may disrupt your existing connections after completing the account mapping, you must update your feeds please review the managing outdated accounts section within the disconnect bank feeds page for instructions