Post-Onboarding Checklist (Intacct)

you are almost ready to use the there are a few additional steps that are required in order to use the product to its full potential grant the right permissions to users of the plugin if you want to give permission access to users in your organization, follow step 12 set permissions for a role docid\ wolh2hzctui7u3nzh448j , step 13 assign role to web service user docid\ iyw4sphu9aevtz4l34r4l and step 14 assign role to user docid\ l6mhiheyhj2a9g5op4l7s this will ensure everyone who needs access is set up properly connect all required bank accounts to bank feeds if you would like to receive a daily push of bank transactions inside the reconciliation module of sage intacct, we recommend setting up bank feeds follow step 17 enable bank feeds (intacct) docid\ ooxzma f7parzen1mkme4 , the setup process takes minutes and allows you to set up all your accounts at once validate that your bank account information is connected go to hsbc integrator > balances & transactions check for updated values under the intraday available balance column intraday available balance will update at the 15th minute within an hour of completing installation previous day available balance will update by 6 00am the following business day select a bank account name or view to check that transactions have updated intraday bank transactions will import at the 15th minute within four hours of completing installation previous day and any 90 day historical bank transactions will update by 6 00am the following business day