Bank Feed Requirements (Intacct)

to use sage bank feeds, ensure you have enabled the subscription to sage cloud services as outlined in the pre onboarding checklist, and have selected the correct permissions follow the steps below if there is no banking cloud tab available to enable bank feeds confirm iso country codes are enabled go to the company under the general information section, confirm that iso country codes is checked, and then select save enable sage cloud services go to company → admin → subscriptions confirm that sage cloud services are enabled if they are not, toggle to enable sage cloud services after enabling sage cloud services , please confirm that the enable bank feeds functionality is checked in the configurations then select save confirm correct permissions to connect a bank account to bank feeds, you must have the following settings and the permissions below this can be checked and updated under company > users subscription cash management sage cloud services user type business user with admin privileges permissions checking accounts add, edit, view, list savings accounts add, edit, view, list credit card accounts add, edit, view, list if you want to find more information about this process, visit the sage website connect an account to a bank feed https //www intacct com/ia/docs/en us/help action/cash management/banking and payment cloud/bank feeds/connections/bank feeds connect account htm?tocpath=applications%7ccash%20management%7cbank%20feeds%7cconnect%20to%20a%20bank%20feed%7c 2 once the account has been connected, the user with the permissions to perform the reconciliation will be able to view the incoming transactions no special permissions are needed to view the transactions