SOP - Banking (Kazumi)

3 B . R E V I E W & I M P I O R T W E L L S F A R G O B A I A C T I V I T Y ( e x a m p l e : T o p e k a C a p i t o l P l a z a 3 / 2 6 / 1 9 b a n k a c t i v i t y )

Go to… Sage 300

Go into Bank module

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Double click the icon so WellsFargo Integration Template will pop up

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Locate the BAI tool you have saved in your Acumen Tools folder

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