Banking Integation: Onboarding CBA

To enable your software for internet banking you will need to follow these steps:

1. Upgrade your Insol 6 software to version 5.7.21 or higher (ask support for help)
2. Complete an authorisation with your bank to enable data files to be available to the software
3. Complete a licencing agreement with Exalt Technologies for banking integration support
4. Insol 6 technicians will ensure you are running the latest "insol data sync service" 
5. Configuration
   
   
   1. We add you to our web database
      
      PracticeID (from the software) and customer number (from the bank) is set up on the bank web database.
      
      Exalt Technologies will be in touch to confirm your Customer number.
      
      
   2. You turn the integration on in the software
      
      Update your APCA Ref in the software
      
      Static Data Maintenance > Banks > Commonweatlh Bank
      
      This is further covered by this article:
      
      https://exalt.zendesk.com/hc/en-us/articles/360001227815-Banking-Integration-Setting-up-your-bank-and-default-APCA-Ref
   3. Ensure the properties of each bank account are correctly configured:

• • • Navigate to Job > Financials > Accounts
    • Edit the bank account
    • Select the Bank Details tab
    • Select the Bank name from the drop down option
    • Enter the BSB
    • Enter the Account number (used for matching the bank feed)
      
      

CBA CommBiz Configuration

Insol integration with CBA requires a "File Level Status Report" that indicates information regarding the transmission each file.

To enable the report a CommBiz Admin must complete the following:

1. Log into CommBiz
2. Click ADMIN at the top
3. Click SERVICE on the left
4. Click PREFERENCES on the left
5. Click AUTOMATED PREFERENCE at the top
6. Click EDIT at bottom right
7. Choose CSV format - 1