Contents of the Manage Plaid Bank Accounts Screen

Use the fields and options to configure the Manage Plaid Bank Accounts screen.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

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.

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Contents of the Manage Plaid Bank Accounts Screen

Use the fields and options to configure the Manage Plaid Bank Accounts screen.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

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.