how to connect bank account in financial instituti...
# ask-stanley-ai
r
how to connect bank account in financial institution
c
AI generated answer (using internal Slack threads):
To connect a bank account to a financial institution in NetSuite, you can use the Bank Feeds SuiteApp. Here are the steps to follow: 1. Install the Bank Feeds SuiteApp from the SuiteApps marketplace. If it's already installed but not working correctly, you may need to reinstall it. 2. Once the SuiteApp is installed, you should see a Financial Institution record named "Bank Feeds". If it's not there, you may need to reinstall the SuiteApp. 3. Depending on the bank, under the Financial Institution record, you either have a single Format Profile with separate accounts linked under it, or you have multiple Format Profiles, each with a single account linked. Either way, you have to link each account manually. 4. For SFTP connections, you will need the URL and the Host Key from the bank. If the bank is not providing this information, you may need to escalate the issue with them. 5. After setting up the connection, you should be able to import bank feeds. If no accounts are displayed under Account Linking, these need to be added manually. Please note that this process requires no involvement from the bank itself. As long as you have an online login to the bank, that should be all you need. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832199275
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813191175
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811725318
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