NetCash Reauthenticating Bank Connections
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 or there may be a connection issue with the third-party provider. 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.
Applies to Third-Party Providers
This article applies exclusively to connections via third-party providers including Plaid, Finicity, GoCardless, Skript, and NetSuite's Match Bank Data.
Step-by-Step Process
- Navigate to NetCash > Setup > Bank Connect
- Select the three dots to the left of your bank institution record and select Update Connection
- You may be required to provide your login credentials
- Select the three dots to the left of your bank institution record and select Update Connection
- Navigate to NetCash > Help > NetCash Bank Help
- Select your bank provider on the righthand side, then scroll to the bottom and select Refresh Connection
- As instructed, please wait for 15 minutes after the refresh script is completed before pulling transactions (see below)
- Select your bank provider on the righthand side, then scroll to the bottom and select Refresh Connection
- On the same page, select Sync Transactions
- 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 Netgain support (post-implementation).
Transaction sync delays are possible
Please note that it is not uncommon to see transactions behind by 1-2 days, as Finicity/Plaid use smart batch aggregation, where aggregation occurs on alternate days.
