Financial Systems Home

1. Use the Search bar to locate a specific integration.

2. Select to Include Inactive integrations in your search results.
   Note: Only one integration can be active at a time.

3. Click Reset to clear your search.

4. Notice the header information for the displayed integrations including Name, Financial System, and Active status.

5. Use the < > arrows to navigate to additional pages as needed.

6. Click Add New Financial System Integration to create a new integration.
   

   1. Enter an identifying Name for the integration and select your Financial System from the drop-down menu.

   2. Click Save.

7. Click the Pencil for an integration to open the Financial Systems General Tab.