1. Accounting
  2. Banking
  3. Bank Feeds SuiteApp
  4. Setting Up Bank Feeds Integration
  5. Connecting a Regulated Europe (Salt Edge) Financial Institution to NetSuite
  6. Managing Regulated Europe (Salt Edge) Bank and Payment Accounts for Bank Feeds

Managing Regulated Europe (Salt Edge) Bank and Payment Accounts for Bank Feeds

Manage which European bank or payment accounts you want to include or exclude for automatic daily bank data import.

The following table shows the columns you'll find under the Accounts subtab of the Regulated Europe Accounts (Salt Edge) Format Profile page.

Column Name

Description

Include Account

By default, when you’ve set up your connection to a financial institution, all associated accounts are automatically included and enabled for bank feeds.

To include or exclude a regulated Europe bank or payment account:

  1. On the Accounts subtab, do the following:

    1. Check the box next to the account you’d like to include in bank feeds.

    2. Clear the box next to the account you’d like to exclude from bank feeds.

  2. Click Submit.

    A confirmation message appears to let you know that all selected accounts are now included in bank feeds.

  3. If you've included a new account, make sure you go to the Account Linking subtab next to link a GL account in NetSuite. For more information, see Linking Accounts for Financial Institution Connectivity.

Account Name

Shows a list of accounts associated with your financial institution connections.

Account Type

Shows the type of financial institution account.

Financial Institution

Shows the financial institution associated with the account.

Connection ID

Shows the unique ID for the financial institution connection associated with the account.

Note:

If you have multiple connections to the same financial institution with different login credentials, each connection gets its own unique ID.

Related Topics

General Notices