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 multi account bank feeds setup 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 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 financial institution step 1 set up financial institution first, one bank account needs to be enabled via the ‘traditional’ bank feeds method as seen 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 step 2 map accounts for bank feeds select map accounts and choose which accounts are to be enabled on bank feeds 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 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