Manage Plaid Bank Accounts
Use this screen to set up the integration between Plaid-supported banks and Costpoint.
This screen utilizes the Plaid platform, a data transfer network that enables applications to connect with users' bank accounts. Plaid Link, the client-side component that you will interact with, acts as an intermediary between your bank and Costpoint to facilitate communication between the two systems. It handles credential validation, multi-factor authentication, and error handling for banks that Plaid supports.
When you add banks on this screen, you will be able to retrieve available account types per bank and link them to Costpoint company bank accounts, which then provides you the ability to download transactions from your Plaid-supported bank and import them into Costpoint.
After you have added Plaid-supported banks on this screen:
- Use the Transfer Plaid Bank Transactions screen to download transactions from your Plaid-supported bank and import them into Costpoint.
- Use the Manage Company Bank Accounts (US Banks) or the Manage Company Bank Accounts (Non-US Banks) screens to link your Costpoint company bank accounts to the Plaid-supported bank accounts added on this screen.
- Related Topics:
- Display the Manage Plaid Bank Accounts Screen
You access the Manage Plaid Bank Accounts screen from the Accounting domain. - Contents of the Manage Plaid Bank Accounts Screen
Use the fields and options to configure the Manage Plaid Bank Accounts screen. - Table Information for the Manage Plaid Bank Accounts Screen
Changes to the Manage Plaid Bank Accounts screen update the PLAID_BANKS and PLAID_BANK_ACCTS tables. - Subtask of the Manage Plaid Bank Accounts Screen
The Manage Plaid Bank Accounts screen has the Accounts subtask. - Related Topic for the Manage Plaid Bank Accounts Screen
Use this section to learn about setting up Plaid integration with Costpoint.