Setting Up Banking
Using bank account cards, you can keep track of all your bank accounts, in any currency. After you have set up the bank accounts, you can also use the cheque printing option.
To use electronic banking services to import bank statements and export payments, you must set up and enable the involved services.
|Set up bank account cards for each of your bank accounts, so you can keep track of banking transactions.||Set Up Bank Accounts|
|Set up an external service that enables you to import bank statements as bank feeds for payment application and bank reconciliation.||Set Up the Envestnet Yodlee Bank Feeds Service|
|Set up an external service that enables you to export your payments to the bank for processing and import bank statements as bank files for payment application and bank reconciliation.||Set Up the Bank Data Conversion Service|