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Maybank

Update BRN Number​

Navigate to File > Company Profile

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On Company Profile, update Reg. No (New) or (Old) same with maybank account to be linking.

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Maybank Linking​

Select 39 > Maintain Cloud Banking > Maybank

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On Maybank linking dialog, click on Connect to link with Maybank account

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Maybank login screen will show up, login to your Maybank account, select account to link and authorize.

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After linking successful, account linking with payment method dialog will show up, then select the payment method to map.

  1. Click on Payment Method dropdown

  2. Select MAYBANK payment method to map

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    Hints

    Maybank allow up to 3 bank account to linking at the same time.

  3. Click Link

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  4. Account linking successful message will show up

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  5. Connected status will display

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Disconnect Maybank Linking​

  1. On Maybank linking dialog, Click on Disconnect

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  2. A confirm dialog will prompt, Click Yes to disconnect

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  3. Disconnected message will shhow up

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Bank Reconciliation​

  1. General Ledger > Bank Reconciliation

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  2. Select Bank Statement Date and select Maybank payment method that linked to Mayabank account

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  3. Select Date Between of transactions to load (up to 60 days of transaction history) and click Load Statement

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  4. All transaction loaded from Maybank API and mapped transactions will auto match with SQL Account transaction

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