Set Up Notification for Bank Feed Errors

Identify employees who will receive a notification when there is an error on the connection between the bank code and Plaid.

Prerequisite: You must have activated the feed between the bank code and Plaid.

To set up notification for bank feed errors:

  1. In the Navigation pane in Vantagepoint, select Settings > Cash Management > Banks.
  2. On the Banks form, search for or select the bank code.
  3. On the header of the Banks form, select Edit.
  4. Click the Connections tab.
  5. In the User for Error Notifications grid, click + Add Employee and then select an employee from the drop-down list or use the lookup.
    You can identify multiple employees to receive error notifications, or you can remove employees from the list.
  6. Click Save.