You are almost ready to use the Companion App. There are a few additional steps that are required in order to use the product at its full potential. Follow this flow to make sure you are not missing anything! 

The Companion requires you to add in vendor bank account data before proceeding to test payments. You can follow the guide on this page 

 on how to add new information to the Companion App. 

2. Set a Default Payment Method and Source Bank Account

You can also set up a default payment method for each vendor. This allows you to initiate payments quicker and is also outlined in 

Now that you are ready to make payments, we suggest you make payments with all commonly used payment rails. This will help you get familiar with the plugin and learn how to best utilize it. 

If you run into any issues, be sure to take screenshots so we can assist you with troubleshooting!

Learn how to properly set up and use the Companion App with these step-by-step instructions. From adding vendor bank account data to setting up default payment methods, ensure a smooth experience by following these additional steps. Don't forget to test t

Step 10: Set Up Default Payment Information (QBO)

Post-Onboarding Checklist (QBO)

YourBank

MyBank

Setting Up Multi-Factor Authentication

Commerce Bank

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Remittance Advice (NetSuite)

Features

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Troubleshooting

Sandbox Checklist (NetSuite)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

Netsuite

Pre-Onboarding Checklist (Intacct) (cloned)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Remittance Advice (BC365)

FAQ (BC365)

Sandbox Checklist (BC365)

Release Notes (BC365)

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Re-Authentication (QBO)

Plugin Setup

Payments

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

QuickBooks Online

Approval Portal

ACH Requirements

Payment Requirements

Feature Requests

Contact Us

Post-Onboarding Checklist (QBO)

1. Add Vendor Bank Account Data

2. Set a Default Payment Method and Source Bank Account

3. Test the Plugin