Post-Onboarding Checklist (Intacct)

you are almost ready to use the plugin there are a few additional steps that are required in order to use the product to its full potential follow this flow to make sure you are not missing anything! note for sandbox users, feel free to skip the steps that may not apply to your use case we strongly recommend following the docid\ d4px7a8sxqllmhdfkf0yt grant permissions if you want to give access to the plugin to someone else in your organization, follow docid\ w1zx79vl z6dykcj7y0bl , docid\ inc6ts0k2aezos9thp ho and docid qj6z6eiodbhqpdhpgnzb this will ensure everyone who needs access is set up properly enable all payment methods if you require payment methods that are not currently displayed on the pay page, please contact your bank relationship manager they can initiate the process of adding other payment methods, which is typically fast and straightforward do not hesitate to contact our support team if you encounter any issues during or after this process once the new payment method is set up, you will be able to add the necessary vendor details to the payment method’s page for each vendor you wish to pay using that new option this process is explained in more detail in the following sections store all check & ach information in intacct sage intacct natively stores both ach and check payment information you can modify this information directly within the vendor record confirm you have added the required information check a valid address must be present on the vendor record ach valid bank information must be entered within the bank file section of the vendor record tip you can also mass import this information natively by following this guide docid\ abpass7uv q0kxusogi8e the payment method dropdown in the plugin will display ach and check options if both of the following conditions are met both methods have been enabled by the bank (refer to the enable all payment methods section of this guide) there is sufficient and valid information in the corresponding sage intacct vendor record (as outlined above) a dd additional payment information are you looking to add other payment methods beyond check & ach? the plugin offers a secure and reliable way to store that information to learn how to add this information read the guide docid\ cqr48r9bgjp0xeysjhejb alternatively, you can save time by performing a simple csv import using the steps in docid\ abpass7uv q0kxusogi8e this method takes only minutes and updates all vendor records at once s et up vendors' default payment method the final post onboarding check is setting up your vendors with a default payment method enabled you can do this manually by navigating to plugin > payment methods , clicking edit on the right, and selecting a default option from the list of available payment methods if you prefer to perform this action via a csv import, that is also possible follow the steps explained in docid\ abpass7uv q0kxusogi8e to set up default payment methods for all your vendors add bank accounts to bank feeds if you would like to receive a daily push of bank transactions inside the reconciliation module of sage intacct, we recommend setting up bank feeds the setup process takes minutes and allows you to set up all of your accounts at once follow docid 9sv8hl9zhu3mp2l cx0uk for more information