Installation
Step 1: Enable Web Services
Use this guide to enable web services, which is the first step of your installation.
Step 2: Invitation Email
Ready to get started? Check your inbox for the invitation email and install your plugin now.
Step 3: Registration & Login
Learn how to set up your Portal account and alternative methods of multi-factor authentication, such as SMS, authenticator, or email, with the help of this guide.
Step 4: Select ERP
Install the Intacct ERP box to open the installation wizard.
Step 6: Permissions
Establish a connection between your bank and ERP by agreeing and granting access to each account.
Step 7: Web Services Authorization
The next step in installation is to authorize the Web Services feature.
Step 8: Create Web Service User
Set up the Intacct Web Service User required for the plugin to connect and communicate with your ERP.
Step 9: Enter Web Service User Credentials
Authorize with Web Service User credentials to proceed with installation.
Step 10: Install Plugin
Follow these steps to install the plugin in Intacct.
Step 11: Set Permissions for a Role
Learn how to enable permissions for specific roles in Intacct with this comprehensive document. Find out how to grant permissions to web service users, even if roles are not utilized.
Step 12: Assign Role to Web Service User
Learn how to add new roles to your account under the Roles Information tab.
Step 13: Assign Role to User
Access the Roles Information tab and follow the instructions to successfully add the role.
Step 14: Connection Status
Run a connection check in the installation wizard to validate all details.
Step 15: Account Matching
Use the installation wizard to match your ERP Accounts directly to the appropriate Bank Accounts.
Step 16: Set Up Approval Rules
Approval rules let you control how payments are reviewed and authorized before they are sent. Setting up an approval workflow ensures every payment is checked against your organization's policy from day one.
Step 17: Enable Bank Feeds
Bank feeds let your settled bank transactions flow automatically into your ERP for reconciliation, removing the need to export and import bank statements manually. Follow the instructions below to connect your bank for automatic transaction syncing.
Step 18: Bank Feeds Setup
Learn how to activate bank feeds in the banking cloud.
Step 19: Set Default Payment Information
Set the default payment information for the plugin and your vendors to continue.