Cash Management Interfaces
Use the screens in the Cash Management Interfaces application group to import bank account information and transactions into Costpoint.
- Related Topics:
- Manage Plaid Bank Accounts
Use this screen to set up the integration between Plaid-supported banks and Costpoint. - Transfer Plaid Bank Transactions
Use this screen to download transactions from Plaid-supported banks and import them into Costpoint.
Parent Topic: Cash Management