--- title: Remittance Advice (Intacct) slug: bmo/remittance-advice-intacct description: Revolutionize the way you communicate with your vendors and streamline your accounts payable workflows with FISPAN’s remittance advice emails. icon: {"faIcon":"fa-solid fa-envelope-open-text"} docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2024-12-19T05:29:46.053Z --- Remittance Advice emails will change how you talk to vendors and make paying bills easier. Payment details are automatically sent to your vendors right after a bill is paid, giving them what they need to quickly check their records. :::hint{type="info"} **NOTE: **If you are interested in enabling this feature, contact your Sales Officer. ::: *** # Remittance Advice FISPAN's 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, and Discount Used. If any credits have been applied, the credit's reference number and amount will be displayed. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/0ZH8O4x1jaIob-2lt5BKK_fispan-mail-your-customer-basking-distribution-services-has-initiated-a-payment-2024-11-22-17-15-50.png" size="80" width="862" height="938" position="center" caption="The style may differ depending on your bank's branding." alt="An image of an email containing payments to invoices and their associated credits. " showCaption="true"} Each remittance email can be sent to up to 5 email addresses. By default, the system will use the Vendor's email address. However, if you prefer, you may set a list of Account 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 be sent from FISPAN and feature your bank's branding. As a user, you can customize several settings: - "Reply-To" Email Address: Configure an address that the recipient will see and use if they reply to the remittance advice. - Receive Copies: Choose an email address to receive copies of all sent remittance advice. - Alternative Company Name: You may request that we configure a different company name to appear in the email on a per-bank account basis. Remittance emails are submitted shortly after the payment is successfully sent from your ERP. The subject line of the email will appear as: "Your customer \{CUSTOMER\_NAME} has initiated a payment." :::hint{type="warning"} **IMPORTANT:** Enabling the **GROUP BILLS FOR PAYMENT** function means that only one remittance email is sent for multiple bills grouped into a single payment for the same vendor. If this feature is not enabled, each paid bill is treated as a unique payment with its own remittance email, which results in multiple payments and multiple emails. ::: ## Configuring Remittance Advice Follow these steps in the FISPAN Portal to enable and manage your Remittance Advice settings. :::::WorkflowBlock :::WorkflowBlockItem ### Navigate to the App Center Log in to [https://sys.fispan.live/](https://sys.fispan.live/ui/integrations) (or Sandbox: [https://sandbox.fispan.cloud/](https://sandbox.fispan.cloud/ui/integrations)) using your FISPAN Portal 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. ::Image[]{src="https://app.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm-wsNgjvKkBlFLQHmVzkTBx-20250220-224600.png" size="80" width="3610" height="1878" position="center" caption="Navigate to App Center" showCaption="true"} ::: ::::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm-Q1NX1hG_Lglcr9EU0Z3M2-20250220-224742.png" size="80" width="3610" height="1878" position="center" caption="The Continue button will proceed you to the final steps of enabling Remittance Advice!" showCaption="true"} :::hint{type="info"} **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. ::: :::: :::WorkflowBlockItem ### Configure Remittance Advice In order to complete the setup, we require a few details from you. ::Image[]{src="https://app.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm-QKXnm5xEdNn86IXyrIGPC-20250220-225005.png" size="80" width="3610" height="1878" position="center" caption="A single "reply-to" email can be set. Up to 5 "CC" addresses can be set. " showCaption="true"} All emails come from the unmonitored inbox no-reply\@fispan.com. If a vendor replies to a remittance email, their response will be redirected 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. ::Image[]{src="https://app.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm-X5HttuRB9GeyaTOchi9bR-20250220-225333.png" size="80" width="3610" height="1878" position="center" caption="The Remittance Advice card will move from the Discover More section to the Connected section once enabled." showCaption="true"} ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/nP9c3WbWRGx8v01m6DHJm-yz6jS5CW9V3MO4YIGlt1w-20250220-225320.png" size="80" width="3610" height="1878" position="center" caption="The extra feature can be enabled or disabled at anytime. However, be mindful that changes can take up to 15 minutes to take effect." showCaption="true"} ::: ::::: *** *** ## 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. ::::WorkflowBlock :::WorkflowBlockItem ### Go to Payment Methods Go to the** Payment Methods **tab**. ** ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/lX_48-b_bvCQoiRpxmsoq_image.png" size="80" width="1986" height="721" position="center" caption="Go to Payment Methods" showCaption="true"} Locate the vendor you would like to edit and select **Edit**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5Oyyc1wr23oz9LTf4dD4p_image.png" size="80" width="1024" height="167" caption="Edit the vendor" position="center" showCaption="true"} ::: :::WorkflowBlockItem ### Edit Email Address(es) On the vendor record, under the **Email tab**, locate the **Email address **field. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/93yZm9q8NRROt8sFLFsN4_screen-shot-2021-08-17-at-130033-1.png" size="80" width="768" height="291" caption="Enter Email Addresses" position="center" showCaption="true"} Enter the vendor's email address(es) (up to 5), and select **Save**. ::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Bw-wNCbnMAxSZQWRnf2zm_image.png" size="80" width="768" height="117" caption="Confirm Success" position="center" showCaption="true"} Next time you make a payment, the remittance email will go out to the email addresses specified. ::: :::: :::hint{type="warning"} **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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/W-QY5g483I03rI2LLphcR_image.png" size="80" width="3504" height="1252" position="center" caption="Uncheck Send Automatic Payment notification" showCaption="true"} 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5F04pi_vCq-YqVlrGdDo9_image.png" size="80" width="3504" height="1090" position="center" caption="Native Intacct Remittance Email" showCaption="true"} ::: *** ## FAQs :::ExpandableHeading **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. ::: :::ExpandableHeading **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. ::: :::ExpandableHeading **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. ::: :::ExpandableHeading **How is the Remittance Advice sent and what information is included?** The Remittance Advice email 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: ::Image[**]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/HBmtu7P4mDfFYCdhi1aEa_screen-shot-2021-10-06-at-81755-am.jpeg" size="70" width="1086" height="667" caption="Remittance Advice Email" position="center" showCaption="true"} ::: :::ExpandableHeading **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. To ensure automated remittance advice is not sent, please remove the vendor's email address from the record. ::: :::ExpandableHeading **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. ::: :::ExpandableHeading **Can I receive a copy of the Remittance Advice email?** Yes, a copy of the remittance advice email can be sent to a list of CC emails set by your administrator. ::: :::ExpandableHeading **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 :::