Accounts Subtask

Use this subtask to view the account information you have configured for each Plaid-supported bank.

When you select a bank in the Plaid Banks table window, this subtask displays the account names and types that are available for that bank, as well as the Costpoint company bank account that is linked to each Plaid bank account.

The accounts displayed here depend on the configurations you made for each bank on the Link interface.

If you disconnect an account using the Plaid Link interface, the disconnected record will be highlighted in red. Click Reconnect Bank to reconfigure the account connection.

Table Window

Field	Description
Refresh Accounts	Click this button to update the records in this subtask.
Delete Disconnected Account	Click this button to delete an account record that you have disconnected from the Link interface.
Account Name	This field displays the name for the account type.
Type	This field displays the category of the account.
Description	This field displays the account description. Click the corresponding Text Entry icon to modify the description.
Available Balance	This field displays the usable amount for the account excluding pending transactions.
Current Balance	This field displays the total amount for the account including pending transactions.
ISO Currency Code	This field displays the account currency in standard three-character code format.
Linked CP Bank Abbrv (US)	This field displays the bank abbreviation of your Costpoint company US bank account that is linked to this Plaid bank account. If this field is not blank and you click the displayed value, Costpoint displays the Manage Company Bank Accounts (US Banks) screen populated with the linked account information.
Linked CP Bank Abbrv (Non-US)	This field displays the bank abbreviation of your Costpoint company non-US bank account that is linked to this Plaid bank account. If this field is not blank and you click the displayed value, Costpoint displays the Manage Company Bank Accounts (Non-US Banks) screen populated with the linked account information.
Transfer Plaid Transactions to Bank Statement Detail	Select this checkbox to allow transactions downloaded from Plaid to be inserted into bank statement tables when Update Bank Statement is selected on the Transfer Plaid Bank Transactions screen. Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

Subtask

Subtask	Description
Transactions	Use the Transactions subtask to view the bank transactions imported from the Plaid-supported bank account.