Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Activate and Set Up the Bank Feed

When you activate the connection between a bank code and Plaid for the first time, you are setting up the feed that will update the Import Records grid in Bank Reconciliation with the most recent transactions.

Prerequisites:

You must have set up at least one bank account for the online account associated with a bank code.

To activate and set up the bank feed:

  1. In the Navigation pane in Vantagepoint, select Settings > Cash Management > Banks.
  2. On the Banks form, search for or select the bank code, and then click the Connections tab.
  3. Click the Connect button.
    The Plaid setup assistant appears.
  4. Click the Plaid End User Privacy Policy hyperlink to review the data that will be stored in Plaid servers and Plaid's terms of service, and then click Continue.
  5. Search for and select the bank associated with the online account, or select one from the list.
    Bank accounts (savings, checking, money market, and so on) associated with the online account display. The last four digits of the accounts also display.
  6. Select one or more bank accounts and then click Continue.
    When you finish the set up, the selected accounts appear in the Description of Bank Accounts Connected field on the Connections Tab in Settings > Cash Management > Banks. The account number or any part of it does not display in the Description of Bank Accounts Connected field.
Next steps: You can now enable the connection between the bank code and Plaid. Bank Reconciliation will be automatically updated with the latest transactions from the bank accounts that you selected.