Deltek Vantagepoint Help

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Enable the Connection Between a Bank Code and Plaid

When you enable the connection between a bank code that was set up in Vantagepoint and Plaid, the Import Records grid in Bank Reconciliation is updated with the most recent transactions.

Prerequisites:

You must have:

  • Set up an online account for the account associated with the bank code.
  • Activated the connection between the bank code and Plaid and set up the bank feed.

To enable the connection between a bank code and Plaid:

  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. Set the Connection Enabled option to Yes.
    A confirmation message displays.

To temporarily suspend Vantagepoint from updating Bank Reconciliation with the latest transactions, set the Connection Enabled option to No.

To disconnect the bank code from Plaid and manually import transactions to Bank Reconciliation, click the Disconnect button. Doing so does not remove your credentials from Plaid.