Step 12: Account Matching
Next, the FISPAN Onboarding Wizard will fetch bank accounts from your Workday environment. This may take a few minutes; please do not leave the page while it processes.
This step may take a few moments.
Once it's completed, it will display your Workday Bank Accounts on the left, and your FISPAN Bank Accounts on the right. Match your Workday Accounts with the corresponding Bank Accounts by dragging an ERP Account from the left and dropping it onto the desired Bank Account on the right.
Drag from left to right to match.
NOTE: When installing the plugin in Sandbox, bank accounts are for testing only. They are not connected to your live bank accounts.
When installing in Production, the listed bank account should reflect your actual accounts.