Enable the Bank Feed Connection
Enable the bank feed connection to set up the Plaid connection between your bank and the bank account in Ajera. The first time you set this up, you will be prompted to enter a Support Center user name and password as an extra verification step.
Before you begin
- Ensure you have a Deltek Support Center username and password (first time only).
- Enable role access to Bank Feed Connection in
> Setup > Company > Roles > Company tab (Multi-company: > Setup > Company > Companies > Roles > Company tab).
To setup bank feed connection
- From > Setup > Company, click Bank Feed Connection.
- Click Connect.
- Click Continue to agree to the Plaid End User Privacy Policy.
| Note: | You can click the hyperlink to view the full user policy. |
- Select your bank.
| Note: | If you do not see your bank in the list, you will need to contact Plaid for further assistance. |
- Enter your bank username.
- Enter your bank password.
- Click Submit.
- Select the accounts you wish to connect to Ajera.
| Note: | Only the data from the accounts you select in this window will be shared with Ajera. |
- Click Continue to connect the accounts.
- Click Continue when the accounts are successfully connected.
| Note: | The connection screen contains the enabled date, time, and description of accounts selected as well as additional information to be entered. |
- Select employees to receive error notifications if there is a problem with the Plaid connection.
- Set the bank feed matching settings.
| Note: | This number will be used with the non-check payments and receipt dates received from Plaid to compare to the Ajera data. For example, if the number 5 is entered then in the matching logic to compare Plaid to Bank Entries will add and subtract 5 from the date. If the date of the non-check payment in Ajera was 5/15/22 and the number 5 was entered, the match will compare the amount and dates between 5/10/22 and 5/20/22. |
- Click
to save your changes.
