Pre-Onboarding Checklist (Intacct)

prior to joining an onboarding call, please follow the below steps to ensure that the installation process runs smoothly any missed steps may result in the onboarding call being canceled and rescheduled to a later time bring a sage intacct administrator our onboarding calls require a sage intacct administrator to be present as they will need to enable a number of settings, create a web service user, install the plugin, and assign various permissions enable platform services ensure that the platform services module has been enabled on your sage intacct environment this allows third parties to be installed in your sage intacct environment the administrator of the environment should see 'platform services' on the menu bar if an administrator is not able to see 'platform services', please contact your sage intacct account manager to enable platform services on your account you will not be able to onboard on the plugin without the platform services module enable web services users enabling the web services feature on your sage intacct account is mandatory as it allows the plugin to communicate with your sage intacct environment go to company → admin tab → subscriptions confirm that web services is enabled, then select done if they are not, select the toggle to enable web services enable banking cloud to utilize the bank feeds product, banking cloud needs to be enabled go to company → admin → subscriptions confirm that sage cloud services are enabled if they are not, select the toggle to enable sage cloud services after enabling sage cloud services, hit configure , and confirm that the enable bank feeds functionality is checked then select save enable iso country codes go to company under the general information section, confirm that iso country codes is checked, and then select save ensure that payment approvals inside intacct have been disabled the plugin does not support payment approvals inside intacct if you leverage intacct's payment approval currently, we strongly recommend moving that process inside the bank approval portal continuing to use that process increases the chances that a bill stays open inside intacct even though it has been paid already navigate to the intacct approval process (informational) section of the product guides for more information confirm sandbox testing speak with a fispan representative if you do not wish to enable a sage intacct sandbox environment all users moving into production should test the bank plugin in a sage intacct sandbox environment alongside any customizations or third party plugins or applications this will ensure a smoother transition onto the bank plugin and help avoid any future disruption to service please refer to the sandbox checklist (intacct) page for a number of suggested scenarios to test after completing the prerequisites, proceed to step 1 in the installation guide to begin installing the plugin