Installation
Step 1: Enable Web Services
Use this guide to enable web services, which is the first step of your installation.
Step 2: Invitation Email
Ready to get started? Check your inbox for the invitation email and install your plugin now.
Step 3: Registration & Login
Learn how to set up Multi-Factor Authentication (MFA) using convenient methods like SMS, Authenticator, or Email from this comprehensive document.
Step 4: Select ERP
Welcome to the plugin installation wizard! Start by selecting your ERP.
Step 6: Bank Authentication
Give Intacct permission to talk to your bank with this guide.
Step 8: Web Services Authorization
The next step in installation is to authorize the Web Services feature.
Step 9: Create Web Service User
Set up the Intacct Web Service User required for the plugin to connect and communicate with your ERP.
Step 10: Enter Web Service User Credentials
Authorize with Web Service User credentials to proceed with installation.
Step 11: Install Plugin
Follow these steps to install the plugin in Intacct.
Step 12: Set Permissions for a Role
Learn how to enable permissions for specific roles in Intacct with this comprehensive document. Find out how to grant permissions to web service users, even if roles are not utilized.
Step 13: Assign Role to Web Service User
Learn how to add new roles to your account under the Roles Information tab.
Step 14: Assign Role to User
Access the Roles Information tab and follow the instructions to successfully add the role.
Step 15: Connection Status
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 16: Account Matching
Use the installation wizard to match your ERP Accounts directly to the appropriate Bank Accounts.
Step 17: Set Up Approval Rules
Approval rules let you control how payments are reviewed and authorized before they are sent. Setting up an approval workflow ensures every payment is checked against your organization's policy from day one.
Step 18: Enable Bank Feeds
Bank feeds let your settled bank transactions flow automatically into your ERP for reconciliation, removing the need to export and import bank statements manually. Follow the instructions below to connect your bank for automatic transaction syncing.
Step 19: Set Default Payment Information
Set the default payment information for the plugin and your vendors to continue.
Step 20: Store Vendor ACH Information
Securely store vendor ACH information within the plugin by following the steps outlined below.
Step 21: Store Other Vendor Payment Information
Need more options? You can add additional payment methods on the plugin's Payment Methods page using this simple guide.