Create a financial institution

Previous: About financial institutions

To create a financial institution, first map it to one account that's already connected to a bank feed. Then, map additional accounts.

Are you creating a financial institution for accounts connecting to a bank feed using AccessPay?

Subscription

Cash Management

Sage Cloud Services
User type

Business user with admin privileges
Permissions

Financial institution: Add

  1. Go to Cash Management > Setup and select Add (circle) next to Financial institution.

  2. In the Overview section, enter an ID and Name for the financial institution.

    Learn best practices for Name and ID creation.

  3. In the Banking cloud section, from the Connected account dropdown list, select an account that is already connected to bank feeds.

    This can be any account connected to bank feeds; you can map more accounts later.

  4. Select Save.

The account is added to the table in the Accounts section.

Next step: After you map the first account, continue mapping additional accounts.