Viewing Bill History (Intacct)

step 1 go to history go to payables → history step 2 view payment history the payment history page provides a snapshot of all payments that have been made via the plugin payments that are processed through the plugin will first appear in a pending state depending on the payment method, payments may remain in a pending state for up to {{businessdays}} business days after submission, after which the payment will automatically be moved to a completed state it is important to note that the sage intacct bill payment object will be created at the time of payment submission, not when the payment is marked as completed if your bank reports a payment failure, we will update the status in the history page to failed and attempt to reverse the initial bill payment accounting entry processing payment statuses sent for processing payments paid through the plugin will enter this state once they’ve been submitted for payment processing payments will enter this state once they have been approved and released terminal payment statuses a terminal payment status is a final status in most scenarios, payments will not automatically change from these states, unless intervention is applied from the support team completed some payments are marked as autocomplete, based on the way the payment network handles them completed is considered a terminal status and should not change failed payments that fail to be processed will enter this status payments can fail for a variety of reasons initial validation as a result of missing or inappropriate information, or if the payment fails in the payment network (e g the destination bank account is closed) cancelled this status will indicate that the payment was rejected in the bank approval portal or cancelled in the platform step 3 view bill related information per default, the history page shows the payment related information first every row contains one payment request, with all the payment related information p aymentid (referenceid), posting date, vendor name, number of bills in the payment request, total amount, currency, payment method, last updated, and payment status a payment request can contain multiple bills to see that information, hit the little arrow on the left side this brings down the bill focused tab, which includes bill number, due date, bill amount, amount due, credit used, discount used, and amount paid pro tip select the little ‘eye’ next to the bill number to open the native intacct bill record at the top right, the view details button opens the fispan client app, where more payment related information can be found if you are looking for a specific bill, you can enter its bill number in the payment id/bill number filter this will bring all the payments related to that specific bill