Post-Onboarding Checklist (Intacct)

you are almost ready to use the plugin there are a few additional steps required to use the product to its full potential review all items in this guide to ensure 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\ vmvrwpohlrqrekwbp9ii3 grant permissions to ensure users can view and utilize the plugin, a sage intacct administrator must grant them permission you can follow docid\ s0uead59wc2nsijsvcni , docid\ jrmyquaetfzod d86gnbz and docid\ tasfpsbstty6wheygy4pl to enable permissions 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\ sud5oeude rhqfqz2wxhp 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) add 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 skfpkpvo2usccvewaaib alternatively, you can save time by performing a simple csv import using the steps in docid\ sud5oeude rhqfqz2wxhp 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\ sud5oeude rhqfqz2wxhp to set up default payment methods for all your vendors 6 did you add all your 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 your accounts at once follow docid\ nvi06g6nireywxxf qnyp for more information