If applicable, you can add additional payment information within the Payment Methods page of the plugin. 

 on the vendor for which you would like to add payment information. Here, you can choose to Add Bank Account, Add Address, or Add Email Group.

Here, you will see another pop-up window titled "Payment Setup: [VENDOR NAME]" that will prompt you to enter a Country and Currency.

On the Account Details pop-up, you will be prompted to fill in a number of fields. Please refer to the 

 section of this Product Guide for required fields, depending on the payment method you wish to pay your Vendor through.

After filling in the required fields or fields provided to you by your Vendor, click 

This page will take a minute or two to validate your inputs. 

If validation failed, you will see a number of error messages highlighting any missing bank details required to enable a number of payment methods. Please review the error messages and click the 

 button to make further changes to bank details.

If validation is successful, you will see a success message alongside the number of payment methods that are now available for you to pay this vendor through, based on the bank details provided. Once finished, click the 

Save Account with Eligible Payment Methods button

The "Payment Setup: [VENDOR NAME]" window will refresh and display the newly added Bank Account details. 

Here, you can define a default payment method for this Vendor by clicking on the 

 drop-down, beneath the Default Payment Method label.

Any changes to toggles (i.e. Combine Multiple Invoices) or the Default Payment Method drop-down on the "Payment Setup: [VENDOR NAME]" window are saved automatically. When you are happy with your changes, click anywhere outside the window or the back arrow at the top left to close the window. 

Get access to the missing document and relevant information with our comprehensive solution. Don't waste time searching, we've got you covered. Streamline your workflow with ease.

Step 17: Store Vendor ACH Information

Step 18: Store Other Vendor Payment Information

YourBank

MyBank

Step 19: Enable Bank Feeds (Intacct)

First Republic

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Account Transfers (NetSuite)

Positive Pay (NetSuite)

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)

Installation

Post-Onboarding Checklist (Intacct)

Plugin Setup

Balances & Transactions

Fund Transfers (Intacct)

Positive Pay (Intacct)

Remittance Advice (Intacct)

FAQ (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication (QBO)

Reauthentication (QBO)

Plugin Configuration

Payments

Account Transfers (QBO)

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

Xero

Pre-Onboarding Checklist (Xero)

Post-Onboarding Checklist (Xero)

Setting Up Multi-Factor Authentication (Xero)

Reauthentication (Xero)

Account Transfers (Xero)

FAQ (Xero)

Release Notes (Xero)

QuickBooks Online

Approval App

Account Transfers Requirements

ACH Requirements

Check Requirements

FedWire Requirements

International Wire Requirements

Cutoff Times

Payment Requirements

Term Glossary

FISPAN First Republic Support

Support