Here, the wizard will begin to run a connection check to validate all details entered in the previous steps and that all permissions are correctly set-up.

If there are no issues, a large green checkmark will appear to confirm that the connection has been established. Click on 

If any permissions are missing, a red X will be displayed, as shown in the screenshot below, along with a clear, plain English explanation of the failure.

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Step 13: Assign Role to User

Step 14: Connection Status

YourBank

MyBank

Step 15: Account Matching

Santander

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Untitled

Temp

Bill Payments (NetSuite)

Information Reporting

Features

FAQ (NetSuite)

Managing Security Tokens (NetSuite

NACHA 2021 FAQ (NetSuite)

Failed Bills (NetSuite)

Sandbox Checklist

Release Notes (NetSuite)

Entity Bank Details Release Notes

Oracle Netsuite

Pre-Onboarding Checklist (Intacct)

Installation

Post-Onboarding Checklist (Intacct)

Plugin Setup

Balances & Transactions

Sandbox Checklist (Intacct)

Release Notes (Intacct)

FAQ (Intacct)

Troubleshooting

Sage Intacct

Bank Feeds (Sage 100)

Adding Accounts to Bank Feeds (Sage 100)

Release Notes (Sage 100)

Sage 100

Pre-Onboarding Checklist (BC365)

Post-Onboarding Checklist (BC365)

Plugin Configuration

Vendor Payables

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Microsoft Dynamics 365 Business Central

ACH Requirements

Payment Requirements

Contact Us

Support