Managing Europe Financial Institution Connections

On the Connect to Europe Accounts format profile page, you can perform any of the following:

To manage your financial institution connections

  1. Go to Setup > Accounting > Financial Statements > Financial Institution > List.

  2. On the Financial Institution page, click View next to the Bank Feeds financial institution record.

  3. On the Format Profile: Configuration subtab, click Edit next to Connect to Europe Accounts.

  4. On the the Connect to Europe Accounts Format Profile page, click the Connectivity Configuration subtab.

  5. Click the Connections subtab.

The following table describes the available columns under the Connections subtab.

Column

Icon

Description

Financial Institution

 

This column displays the list of active financial institutions connected to your NetSuite account.

Connection ID

 

This column displays the unique ID of the financial institution connection.

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

Accounts

 

This column displays the number of connected bank and payment accounts associated with your financial institution account.

Note:

If the Accounts column displays zero (0) for a financial institution connection, this means that the configuration was not successful. You can either rebuild or delete the connection and then try again.

Connection Expiry Date

 

This column displays the expiration date of your financial institution connection. The connection expiration date indicates the date after which your connection consent is no longer valid. If a connection expires, you must rebuild or reconfigure your financial institution connection to continue receiving daily bank data from your financial institution.

The date format display follows the Date Format setting on your Home > Set Preferences > General under the Formatting section.

Update MFA

Refresh

This column displays a Refresh icon for each financial institution that requires an MFA token update.

To update a connection’s MFA token:

  1. On the Connections subtab, click the Refresh icon in the Update MFA column.

  2. The configuration popup window appears. Enter the MFA token required and then click Next.

    Note:

    To display the configuration window, enable popups in your browser.

    A progress of your configuration process is displayed. If successful, the configuration popup window automatically closes and you will be redirected back to the Connectivity Configuration subtab.

    Then, a Check icon replaces the Refresh icon to indicate that the MFA token for the financial institution connection is updated.

Rebuild Connection

Rebuild Connection

This column displays a Rebuild icon for each financial institution connection. Click the icon to reconfigure your financial institution connection to NetSuite.

When you rebuild a financial institution connection, the system imports bank data starting from the last successful import. However, if you rebuild a financial institution connection with zero accounts connected, the system imports the last 60 calendar days of bank data.

An Error icon will appear beside the Rebuild icon if the connection encounters an error. Connection errors can occur due to any of the following actions:

  • Your login credentials on the bank's website was recently updated

  • The last MFA token update was not successful

  • Consent expires

  • Incorrect connection configuration

    Example, closing the configuration window before completing the configuration process or entering incorrect login credentials.

Click the Rebuild icon to resolve the connection errors.

To rebuild a connection:

  1. On the Connections subtab, click the Rebuild icon in the Rebuild Connection column.

  2. In the configuration popup window, enter your login credentials or grant NetSuite access to your account.

    Note:

    To display the configuration window, enable popups in your browser.

  3. Click Next.

  4. Perform steps 11 – 14 in Connecting a Europe Financial Institution to NetSuite.

  5. Click Save on the format profile record.

Delete Connection

Delete

This column displays a Trash icon for each financial institution connection. Click the icon to delete an existing financial institution connection in NetSuite.

To delete a connection:

  1. On the Connections subtab, click the Trash icon in the Delete Connections column for the financial institution you want to remove from bank feeds.

    Deleting a financial institution connection will disconnect all its associated accounts, and you will no longer receive daily updates.

  2. In the confirmation message that appears, click Delete to confirm your action.

Related Topics

Managing Europe Bank and Payment Accounts for Bank Feeds
Connecting a Europe Financial Institution to NetSuite

General Notices