Contents of the Manage Plaid Bank Accounts Screen
Use the fields and options to configure the Manage Plaid Bank Accounts screen.
Plaid Banks
This table window displays Plaid-supported banks that you have set up to be integrated with Costpoint.
| Field | Description |
|---|---|
| Add Bank |
Click this button to add a Plaid-supported bank you have an account with and link it to Costpoint. When you click this button, the Plaid Link interface displays. If you add an existing bank, a warning message displays and the duplicate record will not be added. Note: View the
Link Overview article or the
Plaid Link Demo to learn more about Plaid Link.
|
| Reconnect Bank |
Click this button to reconfigure the settings for a previously added bank. When you click this button, the Plaid Link interface displays. Note: View the
Link Overview article or the
Plaid Link Demo to learn more about Plaid Link.
|
| Delete Bank |
Click this button to remove a Plaid-supported bank's integration with Costpoint. This button is enabled only if you select a bank that does not have linked Costpoint company accounts. |
| Bank Name |
This field displays the name of the Plaid-supported bank. |
| Description |
This field displays the bank name by default. Click the corresponding Text Entry icon to modify the description. |
Subtask
| Subtask | Description |
|---|---|
| Accounts | Use the Accounts subtask to view the account information you have configured for each Plaid-supported bank. |