Remittance Advice (Intacct)

the email remittance feature is now live! if you are interested in turning on the email remittance feature, contact your sales representative remittance advice the fispan remittance advice product is a service that automatically sends an email to the listed email(s) of the vendor for each payment submitted the email will contain your company name and the list of bills paid, including the reference/invoice #, invoice date, amount, discount used if any credits have been applied, the credit's reference number and amount will be displayed an image of an email containing payments to invoices and their associated credits each remittance email can be sent to up to 5 email addresses by default, the system will pickup the vendor's email address however, if you prefer, you may set a list of "payables email addresses" on the custom tab of the vendor's profile (netsuite) or the payment methods page (sage intacct and business central) the email will come from fispan and carry the branding of your bank as a user, you can configure a "reply to" email address, which would be seen by the recipient and used if they attempted to reply to the remittance advice email if you would like to receive a copy of all remittance advices, you can configure which email you would like to receive these to if you would prefer to have an alternative company name in the email, you can request us to configure this on a per bank account basis important note remittance emails are submitted shortly after the payment has been successfully sent from the erp the subject of the email sent via remittance advice looks like "your customer {customer name} has initiated a payment " note enabling the group bills for payment function means only one remittance email will be sent out for the whole list of multiple bills grouped together for the same vendor into a single payment if this feature is not enabled for this vendor then each paid bill is considered its own unique payment with its own remittance email, resulting in multiple payments and multiple emails! configuring remittance advice to enable or manage the settings for remittance advice, follow these steps navigate to the app center log in to https //sys fispan live/ (or sandbox https //sandbox fispan cloud/ ) using your fispan credentials if not already there, navigate to the app center remittance advice, as well as any other available extra features, will be displayed in the lower discover more section enable remittance advice to begin enabling remittance advice, hover over the card and select learn more the learn more button will begin the short setup process note don't see remittance advice in the connected or discover more sections? please reach out to support to have this product made available to you configure remittance advice in order to complete the setup, we require a few details from you all emails come from the unmonitored inbox no reply\@fispan com if a vendor replies to a remittance email, their response will be delivered to the address you specified in the vendors can reply to field internal copies of all remittance advices will be sent to the emails noted for copies once enable remittance is selected, it can take up to 15 minutes for the changes to come into effect modify remittance advice settings you can view or change your current settings through the app center find the remittance advice card, select its drawer, and choose open settings if you need to disable the integration entirely, select disable the change may take up to 15 minutes to come into effect update intacct settings this section applies only if you've opted into remittance advice to enable this feature or get more information, please contact our support team update the vendor's email address and details to start using the remittance advice feature go to payment methods go to the payment methods tab locate the vendor you would like to edit and select edit edit email address(es) on the vendor record, under the email tab , locate the email address field enter the vendor's email address(es) (up to 5), and select save confirm success if the emails are set up correctly, the vendor's row on the main page should show yes under the email overridden column next time you make a payment, the remittance email will go out to the email addresses specified important if you are currently using intacct's native send automatic payment notification option alongside the plugin's remittance advice feature, your vendors may be receiving duplicate remittance emails it is recommended to deactivate the native send automatic payment notification option for any vendor leveraging our plugin's remittance advice this ensures vendors receive a single, consistent notification if you choose to keep the native intacct send automatic payment notification active, the remittance email will be sent from the web service user (wsu) created when the plugin was installed to change this sender create a new wsu and name it appropriately ensure the new wsu has all the necessary permissions update the new wsu within the installation wizard settings remittance advice faq what is remittance advice and how does this affect me? with the new automated remittance advice feature in the plugin, your team can stop manually sending payment details to vendors once a vendor is set up with a valid email address, the system automatically composes and sends an email detailing the total amount paid, invoice numbers, dates, and amounts, freeing up your team for more valuable tasks is there anything i need to do to utilize remittance advice? before sending remittance advice, you must confirm that all vendors have a valid email address in their vendor information you can find detailed instructions on how to update vendor information in our guide when will the remittance advice be sent? after this service has been enabled, it may take up to 24 hours for remittance advice emails to automatically be sent remittance advice will be sent after your payment has been successfully transmitted to fispan how is the remittance advice sent and what information is included? the remittance advice will be sent via an automated no reply email remittance advice will automatically be sent to all vendors that have a valid email address the information on the remittance advice will include your company name, invoice number, invoice date, and amount paid here is a preview of what the email will look like what if i don’t want specific vendors to receive automated remittance advice? vendors will only receive automated remittance advice if there is a valid email address listed please remove the vendor's email address from your erp what happens if a payment fails, but the remittance advice email has already been sent? when the failed bill payment is repaid, a second remittance advice email will be automatically sent can i receive a copy of the remittance advice email? yes, a copy of the remittance advice email can be sent to the administrator who installed the plugin can i opt out of the remittance advice feature? yes, if you'd like the feature turned off please let your bank representative know of the request