Mapping Bank Accounts (Workday)

once you’ve completed the plugin installation and setup, you’ll need to map any new accounts that are added to the plugin if you’re setting up the plugin for the first time, you will have completed this during step 12 account matching mapping accounts log in to {{fispanportal}} head to the {{fispan}} https //sys fispan live/login you used to register for an account with {{fispan}} when you installed the plugin log in to the portal with the email and password you used to register go to accounts select the “ … ” that appears in the top right corner of your erp module and select associate accounts match accounts drag an erp account from the left column and drop it onto the desired bank account continue until all accounts are matched once you've successfully matched your accounts, click next step important updating mappings for accounts currently connected to bank feeds may disrupt your existing connections after completing the account mapping, you must update your feeds please review the managing outdated accounts section within the disconnect bank feeds page for instructions