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. 

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 in one go, via a financial institution connection.

First, one bank account needs to be enabled via the ‘traditional’ bank feeds method as seen above.

This allows the user to create a connection to the bank.

Select map accounts and choose which accounts are to be enabled on bank feeds.

If this action is not completed within 60 minutes, the connection process will fail, and the account will remain in a ‘pending’ state with no transactions coming in.

If there are over 100 transactions, the plugin will push them into the system in batches of 100. This may cause some transactions to appear at first and the rest will appear later. Typically it will take 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. 

Enabling Bank Feeds (Intacct)

Adding Accounts to Bank Feeds (Intacct)

YourBank

MyBank

Reconciliation Rule & Rule Set (Intacct)

Santander

Welcome

Getting Started

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Bill Payments (NetSuite)

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Managing Security Tokens (NetSuite

NACHA 2021 FAQ (NetSuite)

Failed Bills (NetSuite)

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Entity Bank Details Release Notes

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Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Bank Statements (Intacct)

Sandbox Checklist (Intacct)

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Troubleshooting

Sage Intacct

Bank Feeds (Sage 100)

Adding Accounts to Bank Feeds (Sage 100)

Release Notes (Sage 100)

Sage 100

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Vendor Payables

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Microsoft Dynamics 365 Business Central

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