Configuration for a Financial Institution Connectivity Plug-in

All configuration for a Financial Institution Connectivity Plug-in is done on the Format Profile page. The configuration steps required depend on the plug-in’s initial implementation.

For details on configuring connectivity to a bank or credit card company, see Configuring a Connection to a Financial Institution (Without a SuiteApp).

For details on configuring connectivity to a corporate card company, see Configuring a Connection to American Express.

General Notices