Integrating to Yodlee Automatic Reconciliation
If you use Bank Reconciliation and want to automatically reconcile your bank statements, you can link your Denali accounts to your bank accounts. Yodlee will match the transactions for you and eliminate the need for you to manually reconcile your bank statements.
To integrate Bank Reconciliation with Yodlee:
1 In Controller, select Company/Organization Options > Set Up Yodlee Integration from the left navigation pane. The Set Up Yodlee Integration window will open.
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2 Enter your login name, password, and email address.
3 Click the Register button to register your account with Yodlee. Once your account is successfully registered, the Register button changes to an Update button so you can update your login information if necessary.
4 Click the Open Yodlee Fastlink button. The Yodlee Fastlilnk window will open and you can choose which accounts you want to connect to Denali.
5 After you connect all your accounts, close the window to return to Denali.
6 Click OK in the Set Up Yodlee Integration window.
When you open Bank Reconciliation you will now be able to link your Denali and Yodlee accounts in the BR Bank Account window and you will also be able to automatically reconcile your accounts in the Reconciliation window.
Published date: 12/14/2021