NetCash Bank Help Page
Overview
NetCash offers a dedicated Bank Account Help Page to assist users who notice that transactions aren't appearing in a specific bank account. This page can be accessed by navigating to NetCash > Help > NetCash Bank Help.
On this page, users can:
- Trigger scripts to pull in new transactions from Finicity or Plaid (if available).
- View the most recent transaction import date for each linked account.
- Check for any errors associated with a particular account.
The following walkthrough—along with the step by step process—offers a comprehensive guide on how to effectively use this page.
Click here to view this walkthrough in full-screen.
Step by Step Process
- Users can access the help page by going to NetCash > Help > NetCash Bank Help:
- On the page that follows, users can view all their bank accounts linked to Finicity or Plaid connections. It provides details such as the account name, the associated bank, any recent connection errors (if applicable), and the most recent transaction imported into the account:
- Users can also run scripts to import transactions from their Finicity and Plaid accounts on this screen. Two scripts are available, with the "Pull Transactions" script being the choice that should generally be used.
- Please note that users must have at least "View" permissions for NetCash Bank Activity to access these features.
- Please note that users must have at least "View" permissions for NetCash Bank Activity to access these features.
- Users can click here to view the accounts connected through Plaid—along with the buttons for the Plaid scripts—which are distinct from the Finicity scripts.