One Connect Bank Account wizard
As of version 18.4, you connect every bank account in 365 business Banking with the same wizard: bank, EBICS, file or payment service provider.
Business Value
A single wizard replaces the separate routes through the finAPI web form for bank accounts and through Banking Provider > Connect on the bank account card for payment service providers. All banking providers are set up with the same procedure.
Feature Description
The Connect Bank Account wizard first asks for the banking provider with Choose your banking provider and then shows only the steps that this banking provider requires. For the camt/pain file and for payment service providers it creates the bank account in the same step or uses an existing one. For the camt/pain file, the account must have an IBAN. It checks the credentials of payment service providers when they are entered. Universal can be chosen as a banking provider as well. If the wizard is cancelled, all changes are rolled back. It is also available as the assisted setup Connect a banking provider.
Details: Connect a bank account