Configuration
Updating Vendors via CSV (Intacct)
The plugin allows you to update their vendor payment information in bulk through CSV files, eliminating the need for manual changes to each individual record. You can use this process to edit existing vendor records, to add additional line items to existing vendors, and to create new vendor records.
Intacct Approval Process (Informational)
Sage Intacct has two known base approval processes Bill Approval and Payment Approval. It is crucial to understand how each interacts with the .
Updating the Plugin (Intacct)
Keeping the up to date with the latest version is crucial for ensuring you have access to all the newest features, important bug fixes, and updates. To update, please follow these steps.
Mapping Bank Accounts (Intacct)
Once the installation and setup are completed, you are still able to map any new bank accounts that are added to the plugin. The next step in the installation wizard is to match your ERP Accounts to the corresponding Bank Accounts.
Supporting Multiple Entities
The Sage Intacct integration supports multiple entities. Pages within the integration behave similarly to the native pages of Sage Intacct, with respect to presentation of bills, vendors, and bank accounts.
Setting up Multi-Factor Authentication
Multi-factor authentication (MFA) adds another level of security for all users when using the to login https //sys. fispan.
Uninstalling the Plugin (Intacct)
To disconnect from the plugin, follow the steps in this guide.