You will have received an invitation email from FISPAN on behalf of BMO with links to install the BMO Sync plugin and gain access to the Companion App. The email also contains easy-to-follow instructions for using the BMO Sync plugin and Companion App.

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Step 1: Enable Web Services

Step 2: Invitation Email

ShortName

ProductName

Test

BusinessDays

YourBank

MyBank

Step 3: Registration & Login

BMO Sync

Sage Bank Feeds

Getting Started

Pre-Onboarding Checklist (Intacct)

Installation

Post-Onboarding Checklist (Intacct)

Untitled

Plugin Setup

Sandbox Checklist (Intacct)

Release Notes (Intacct)

Intacct

Enable Bank Feeds (Sage 300)

Disable Bank Feeds (Sage 300)

Adding Accounts to Bank Feeds (Sage 300)

Enable Bank Feeds (Sage 100)

Disconnect Bank Feeds (Sage 100)

Adding Accounts to Bank Feeds (Sage 100)

Sage 100