Managing Connections to the Service Provider

After successful bank account or financial institution connection, you can view all connected services or add bank accounts to your connection.

To manage connections to the service provider:

You will be redirected to a Moneytree page where you can view connected banks and services or add new banks and services to your connection.

Note:

Any changes you make when managing connections to the service provider on the Moneytree page are also reflected in the SuiteApp.

  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 Manage Service Provider.

Related Topics

General Notices