Connections Tab of the Banks Settings Form

Use the Connections tab to activate and set up the feed between a bank code and Plaid, enable the connection to update Bank Reconciliation with the latest transactions, and re-establish or disable the feed.

Contents

Field	Description
Connect	This button is available when you have not yet activated and set up the feed between the bank code and Plaid. Click the button to activate and set up the feed.
Connection Enabled	Select Yes to automatically update the Import Records grid in Cash Management > Bank Reconciliation with recent transactions. The grid is updated daily if the connection is enabled. Select No to temporarily suspend the automatic update of bank transactions in the Import Records grid.
Description of Bank Accounts Connected	This field displays the account names (for example, Plaid Savings, Plaid Checking, and so on) of the bank accounts selected during bank feed activation. Bank transactions from these accounts are displayed in the Import Records grid of Cash Management > Bank Reconciliation when the bank feed is enabled.
Enabled	This field displays the date and time when the feed between the bank code and Plaid was activated and the user who activated it.

User for Error Notifications Grid

Use this grid to view, add, or modify employees who receive notifications when there is an error in the feed between the bank code and Plaid.

Field	Description
Employee	This field displays the name of the employee who receives the error notifications. Select +Add Employee to select an employee from the drop-down list or use the Employee Lookup.

Action Buttons

Field	Description
Refresh Connection	If you changed your login credentials for your bank account, click this button to reconnect the bank code with Plaid. Re-establishing the connection updates the value of the Connection Enabled field. When you click this button and the bank uses OAuth as an access delegation protocol, you are redirected to the bank's log in page. Enter your credentials and select the accounts that you want to connect to Plaid, as you did during the initial setup and activation.
Disconnect	Click this button if you want to disable the feed between the bank code and Plaid. If you disconnect, you must manually import bank transactions to Bank Reconciliation afterward. Disconnecting from Plaid does not delete your credentials or data on Plaid servers. To completely remove your credentials and delete your account, contact Plaid support channels.