1. Country-Specific Features
  2. Japan Help Topics
  3. Japan Bank Feeds
  4. Setting Up Japan Bank Feeds
  5. Adding a Connection to a Bank or Financial Institution

Adding a Connection to a Bank or Financial Institution

After activating the connection to Moneytree, add a connection to your bank or financial institution. This is the second part of the setup process and is required before you can view your bank feeds in the SuiteApp.

To add a connection to a bank or financial institution:

When the connection to your bank or financial institution is successful, bank data becomes available in the SuiteApp for viewing and you can link your bank account to a GL account.

Note:

You can only connect to corporate bank accounts and credit card accounts.

  1. Go to Transactions > Bank > Japan Bank Feeds.

  2. In the Available Connections section, find the row where Moneytree is listed as the service provider

  3. Under the Actions column, click Connect or New Connection.

  4. In the Confirmation popup window, select Confirm if you have a Moneytree account or select Sign-up to create a new account.

    • If you click Confirm, do the following steps:

      1. Select a connection name and click Save.

        The connection names in the dropdown list are subsidiaries with country equal to Japan. Subsidiaries that are not in Japan are not listed. A connection name or subsidiary can only be associated with one Moneytree ID.

        You will be redirected to a Moneytree page.

      2. Enter your Moneytree account email address and password.

        Note:

        When you disconnect and reconnect using previously used Moneytree credentials, you must wait at least one minute before reusing the same credentials.

      3. Review the access permissions and click Allow Access.

    • If you click Sign-up, do this step:

      Create a Moneytree account using your email address and password.

      For more information see, Signing-up for a Moneytree Account.

    After entering valid credentials and allowing access to NetSuite, the connection appears as an available connection in the SuiteApp. You can rename the connection under the Type column for easier identification.

Related Topics

General Notices