Enable Credit Card Feeds

Credit card feeds help you maintain accurate, up-to-date account balances, and provide the ability to review and clear transactions daily.

With credit card feeds, you can connect the online credit card accounts of your financial institutions to Financial Edge NXT. Once you connect to your credit card accounts, you can automatically refresh transactions from your online credit card accounts to Financial Edge NXT.

Note: We partner with Yodlee, a third-party financial aggregator, to ensure secure online account information and easy reconciliation, quick access to transactions and their statuses, and up-to-date bank account balances in Financial Edge NXT.

Tip: You can decline Yodlee's terms of use and enable credit card feeds later.

1. From Treasury, Credit card accounts, select Settings on the top right of the screen.

2. Select Turn on feeds. You return to the page and Connect now appears.

   Tip: After you do this, Settings no longer appears.

3. Select Connect now.

4. Review and accept Yodlee's Terms of Use agreement. You can then add credit card accounts and connect them to Financial Edge NXT. For details, see Manage Credit Card Feeds.