The first page of the installation wizard contains a brief summary of the wizard's purpose, along with prompts to review and complete the pre-onboarding checklist.

Once you have finished the pre-onboarding checklist, click the toggle next to 'I have completed the pre-onboarding checklist.' The 

button will then become clickable.

To proceed to the next step, click 

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Step 4: Select ERP

Step 5: Overview

Test

BusinessDays

YourBank

MyBank

Step 6: Permissions

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

Pre-Onboarding Checklist (Xero)

Post-Onboarding Checklist (Xero)

Plugin Setup

Access Bank Feeds in Xero

Bank Feeds

FAQ (Xero)

Failed Payment Notifications

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

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