Intacct Approval Processes (Informational)

sage intacct has two known base approval processes bill approval and payment approval it is crucial to understand how each interacts with the plugin the plugin provides support for out of the box configurations regarding bill approvals; however, payment approvals are not supported, which may lead to unforeseen issues in payment processing important this page is for informational purposes only and should not be used as a guide to make changes to the configuration of your sage intacct environment for support with your sage intacct native approval flows, please reach out to sage or your intacct implementation partner directly viewing your configuration you must have sufficient permissions in sage intacct to view if you have approvals enabled to check your current settings go to accounts payable → setup → configuration scroll down the page to find two sections “bill approval settings” and “payment approval settings ” bill approval ( supported ) the out of the box bill approval process is generally supported by your bank's sage intacct integration and does not interfere with the plugin payment flow how it works bills that are created are required to be approved prior to being available for payment in the plugin, bills that are created but not approved are not shown as available for payment once a bill has been approved and is in the posted status, it will be available for payment in the plugin payment approval ( not supported ) payment approval is not supported enabling this process, which requires an internal approval step for each payment based on intacct rules, will lead to unexpected payment processing behavior with the plugin the plugin requires that users disable the sage intacct payment approval flow before proceeding with production payments failure to disable this process will result in adverse consequences for any payments that are rejected within the native intacct approval system what is the risk? when payment approval is disabled , the process is straightforward the payment request is immediately sent to the bank a bill payment record is created in sage intacct, marking the original bill as closed and updating its status fields when payment approval is enabled , this synchronization is broken this results in the payment is sent to the bank immediately upon submission, just like the non approved flow however, if the payment is later rejected within intacct's native approval process, the system cannot recall the payment already transmitted to the bank the bill is returned to the posted status (unpaid/ready for payment), meaning intacct shows an unpaid bill even though the bank has already processed the funds this creates a considerable risk of duplicate payments