Cashflow Forecast Live and Bank Account Mapping with Business Central and Wiise

Setup - Business Central & Wiise Bank Accounts

Both Business Central and Wiise have an additional step to mapping Bank Accounts to the General Ledger accounts they represent.

Navigate to Admin Menu -> Setup -> Bank Accounts

For each Bank account we have found in your Business System, click Modify and select the appropriate General Ledger account from the dropdown list. 

Remember: BC and Wiise Bank Accounts will typically have a non-numeric account code


Need more help?

Our team on Support@Plus.Live is here - send us an email!