Set up Yodlee Integration window

ControllerCS > Controller > Organization Options menu > Set up Yodlee Integration window

Use this window to enter the login information you received from Yodlee.

Enter your login name. If you change your login name after you register with Yodlee, you will need to reset your connected bank accounts.

Password

Enter your password. Your password must meet the following criteria:

• between 8-50 characters

• 1 uppercase letter

• 1 number

• at least one of these special characters: !@#$%^&*()

• cannot be the same as your login name

• cannot contain more than 2 repeating characters (aaa)

E-mail

Enter you email address.

This button reads Register until your account is created with Yodlee. After you enter your login information, click the Register button to create your Yodlee account. After you create your account, this button changes to Update. If you want to update your password or email address, make the change and click the update button.

Open Yodlee Fastlink

This button is enabled when all the fields are filled in and your login is successfully registered with Yodlee. Click this button to open the Fastlink window where you can add your bank account information. You can link to as many bank accounts as you want.

Refresh Provider Accounts

Click this button to refresh all your provider accounts linked through Yodlee. You won’t typically need to refresh your accounts.

Test Connection

This button is enabled after you register your account and reopen the window. If you change your password or email address, click this button to test the Yodlee connection. It will give you a success or failure message.

When you click OK, you will be able to link your Denali bank accounts to your Yodlee accounts in the BR Bank Account window, and you will be able to automatically reconcile your account in the BR Bank Reconciliation window.