Post-Onboarding Checklist (Intacct)
You are almost ready to use the HSBC Integrator. 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, Step 13: Assign Role to Web Service User and Step 14: Assign Role to User. 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 18: Bank Feeds Setupset, 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.