Retrieve bank statements

Once successfully authenticated, retrieval of bank statements from your bank to SAP goes automatically.

Please click on a bank account tile to review and manage settings.

From here you can:

1. Refresh session, to authenticate again for 90 days

2. Remove the connection, or

3. Review or change configuration, like the transaction interval.

After a retrieval and submission of transactions, you will see the outcome in the portal including date time stamp. Warnings or errors from either bank retrieval or SAP submission are available as well.