Adding Accounts to Bank Feeds (Intacct)

if you have already enabled bank feeds and are using this for some of your existing accounts already, use this procedure to add and set up additional accounts to use bank feeds set up multi account bank feeds sage bank feeds allows you to connect multiple accounts to the plugin once one bank account has been connected to bank feeds, other accounts can be connected simultaneously through a financial institution connection follow the steps below to set up multiple accounts for bank feeds set up a financial institution note confirm that both cash management and sage cloud services are enabled in the subscriptions section in the sage cloud services configuration, confirm the enable bank feeds checkbox is checked if this does not work, please contact sage support and ask to get access to the financial institution first, one bank account needs to be enabled using the ‘traditional’ bank feeds method, as mentioned in the note above once that is completed, go to cash management → set up → financial institution and create a new financial institution this allows the user to create a connection to the bank map accounts for bank feeds select map accounts and choose which accounts are to be enabled on bank feeds warning there is a 60 minute time limit between map accounts and save and continue if this action is not completed within 60 minutes, the connection process will fail, and the account will remain pending with no transactions coming in if there are more than 100 transactions, the plugin will upload them into the system in batches of 100 this may cause some transactions to appear initially, while others will appear later typically, it takes a few hours to view all your transactions after mapping the accounts, statuses can be seen in the accounts tab the transactions can then be observed by hitting bank transactions in the cash management module or by going through the reconciliation module