Bank Integration Subtask
Use this subtask to reset the user name and/or password used for the connection between Costpoint and US bank systems for EFT file uploads.
Contents
This subtask displays only if you have configured bank integration information in the Bank FTP tab of the Product Configuration Utility, and the records in this subtask correspond to the integration details entered in the utility.
You can only update the Bank Login, Password, and Confirm Password fields, but you cannot add, copy, or delete a record.
| Field | Description |
|---|---|
| Bank FTP ID | This non-editable field displays the Bank FTP identification |
| Bank Login | Enter the new user name for the bank FTP connection. |
| Password | Enter the new password. |
| Confirm Password | Re-enter the new password to confirm it. |