NetCash Reauthenticating Bank Accounts

Overview

Once a bank connection has been established, situations may arise when the connection is lost. This can happen for a variety of reasons. Some bank institutions require regular reauthentication per security policy. Additionally, there may be connection issues with our third-party providers, including Finicity or Plaid. Missing transactions in NetCash may be an indicator of a connection issue, or you may receive an error message or email asking you to reauthenticate. In any case, please follow the steps below to reauthenticate your accounts.

Step by Step Process

1. Navigate to NetCash > Setup > Bank Connect
   1. Select the three dots to the left of your bank institution record and select Update Connection View full size
   2. You may be required to provide your login credentials
2. Navigate to NetCash > Help > NetCash Bank Help
   1. Select your bank provider on the righthand side, then scroll to the bottom and select Refresh Connection  View full size
   2. As instructed, please wait for 15 minutes after the refresh script is completed before pulling transactions (see below)
3. On the same page, select Sync Transactions View full size
   1. Check for errors in the Log column.

At any point during the above steps, if you see error logs or the expected transactions do not sync, please reach out to your implementation consultant (if implementation is in progress) or support (post-implementation).