Maybank

Update BRN Number

Navigate to File > Company Profile

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

Maybank Linking

Select > Maintain Cloud Banking > Maybank

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

For Sole Prop

Maybank2u login screen will show up, login to your Maybank account, select account to link and authorize.

For Non-Sole Prop Account

1. Maker Account

   • Maybank2u Biz login screen will show up, login to your Maker account, select account to link and authorize.

   

   • After authorize sucessfull, Pending status will show on Maybank linking dialog.

   

2. Checker Account

   • The Checker account will receive a notification for linking approval.

   • Login to the Checker account.

   • Review and approve the linking request to complete the account linking process.

   

   • After the linking request has been approved, reopen the Maybank linking dialog. Account approved message will shown.

   

Mapping Payment Method

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

   

   Hints

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

3. Click Link

   

4. Account linking successful message will show up

   

5. Connected status will display

   

Disconnect Maybank Linking

1. On Maybank linking dialog, Click on Disconnect

   

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

   

3. Disconnected message will shhow up

   

Bank Reconciliation

1. General Ledger > Bank Reconciliation

   

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

   

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

   

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