Here, the wizard will begin to run a connection check to validate all details entered in the previous steps and that all permissions are correctly set-up.

If there are no issues, a large green checkmark will appear to confirm that the connection has been established. Click on 

If any permissions are missing, a red X will be displayed, as shown in the screenshot below, along with a clear, plain English explanation of the failure.

Unfortunately, without any information or content to summarize, it is not possible to create a short SEO description for the document.

Step 13: Assign Role to User

Step 14: Connection Status

YourBank

MyBank

Step 15: Account Matching

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)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

Netsuite

Pre-Onboarding Checklist (Intacct)

Installation

Post-Onboarding Checklist (Intacct)

Plugin Setup 

Balances & Transactions

Fund Transfers (Intacct)

Positive Pay (Intacct)

Remittance Advice (Intacct)

FAQ (Intacct)

Sandbox Checklist (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (BC365)

Post-Onboarding Checklist (BC365)

Plugin Configuration

Remittance Advice (BC365)

Untitled

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Business Central 365

Account Transfers Requirements

ACH Cutoff Times

ACH Requirements

BACS Requirements

CPA Requirements

Check Requirements

FedWire Requirements

Supported Countries for International Payments

International Wire Requirements

SEPA Requirements

SUA Requirements

International Wire Auto FX

AU Wire Requirements

AU EFT Requirement

NZ EFT Requirements

NZ Wire Requirements

SG Wire Requirements

SG EFT Requirements

ZA EFT Requirements

ZA Wire Requirements

UK FPS Requirements

Payment Requirements

Term Glossary

Sandbox to Production

Feature Requests

Contact Us

Partner Center

Support