Installation
Step 1: Enable Web Services
Use this guide to enable web services, which is the first step of your installation.
Step 2: Invitation Email
Ready to get started? Check your inbox for the invitation email and install your plugin now.
Step 3: Registration & Login
Learn how to set up Multi-Factor Authentication (MFA) using convenient methods like SMS, Authenticator, or Email from this comprehensive document.
Step 4: Select ERP
Welcome to the plugin installation wizard! Start by selecting your ERP.
Step 7: Web Services Authorization
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Step 8: Create Web Service User
Set up the Intacct Web Service User required for the plugin to connect and communicate with your ERP.
Step 9: Enter Web Service User Credentials
Authorize with Web Service User credentials to proceed with installation.
Step 10: Install Plugin
Follow these steps to install the plugin in Intacct.
Step 11: Set Permissions for a Role
Learn how to enable permissions for specific roles in Intacct with this comprehensive document. Find out how to grant permissions to web service users, even if roles are not utilized.
Step 12: Assign Role to Web Service User
Learn how to add a specific role related to SVB Go Link under the "Roles Information" tab in this document. Follow step-by-step instructions to save the changes and ensure smooth user account management.
Step 13: Assign Role to User
Learn how to add roles to the "Roles Information" tab with this document. Follow the step-by-step instructions to assign the role "::SYS::Enterprise-ROLE-FOR - Module: SVB Go Link" and save the changes.
Step 14: Connection Status
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 15: Account Matching
Use the installation wizard to match your ERP Accounts directly to the appropriate Bank Accounts.
Step 16: Enable Bank Feeds
Bank feeds let your settled bank transactions flow automatically into your ERP for reconciliation, removing the need to export and import bank statements manually.
Step 17: Bank Feeds Setup
Learn how to activate bank feeds for Silicon Valley Bank - SVB Go by following these simple steps. Access the Banking Cloud tab, select Connect, search for the specific bank, agree to terms, and sign in to the FISPAN Wizard.
Step 18: Setting Default Payment Information
Set the default payment information for the plugin and your vendors to continue.
Step 19: Store Vendor ACH Information
Securely store vendor ACH information within the plugin by following the steps outlined below.
Step 20: Store Other Vendor Payment Information
Need more options? You can add additional payment methods on the plugin's Payment Methods page using this simple guide.