Bank Feeds (Intacct)
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.
Enabling Bank Feeds (Intacct)
Go to Cash Management → Checking . On the Checking page, select Edit on the account you wish to turn on Bank Feeds for.
Adding Accounts to Bank Feeds (Intacct)
If you have already enabled bank feeds and are using this for some of your existing accounts already, use this procedure to add and set up additional accounts to use bank feeds. Bank Feeds allows you to connect multiple accounts to the plugin.
Reconciliation Rule & Rule Set (Intacct)
Creating a Reconciliation Rule is the best way to streamline the reconciliation process, as it allows you to automate it. These rules can either automatically map bank transactions to existing Intacct transactions or create new, appropriate Intacct transactions.
Disabling Bank Feeds (Intacct)
To disconnect an account from Bank Feeds, follow these steps.