Payment Methods (Intacct)

manage payment methods directly in intacct by following this guide, covering vendor payment information and default settings update payment methods from anywhere in intacct, you can navigate to the payment method page navigate to payment methods c lick on your plugin and then payment methods to begin edit vendor details the payment method page enables you to manage payment information for each vendor click on the vendor you would like to manage by hovering over the vendor or selecting the edit button the payment method pop up will appear, which allows you to add and store three different types of data bank accounts, addresses, and email groups if you have any bank accounts, addresses, or emails stored natively, they will be imported automatically upon installation of the plugin they are not editable in the plugin these accounts are indicated by the erp icon next to the label set default payment method on the payment method pop up, you can toggle on combine multiple bills this allows you to send multiple bills for the same payment method as one payment for example, if you were processing five bills, you would be processing one payment instead you can also select a default payment method from this dropdown this will populate every bill for this vendor on the pay bills page with this payment method it can be updated and changed every time you can also change the payment method on the pay bills page for one off payments; it will just not default in the future adding bank accounts to add bank accounts, click on the add bank account button select the country and currency of the bank account you would like to add next, fill in the banking information based on the data provided to you be sure to enter a unique label note all bank accounts will be saved as a checking account unless otherwise indicated by changing the type of account field add intermediary bank information you can also add intermediary bank information an intermediary bank account is used when making international payments to countries with which your bank may not have a direct relationship to add intermediary bank information, toggle enable once enabled, you can now add intermediary bank account information after you have added all required information, please click validate account info validate account information next, the account information will be validated this ensures that the values you have entered allow you to pay only payment methods that are available based on the information provided for example, it will not let you make an ach payment if no routing number is provided however, the screen does not validate the accuracy of the information provided if the validation fails , you can return to the account details and modify the information the information will now be re validated if the validation is successful , you will be able to toggle the payment method on and off and save it add addresses to add vendor mailing addresses, click on the add address button add your address details to the fields after that, click save add email addresses to add email addresses, click on the add email group button add email address details to the fields you can add up to 5 emails by clicking enter after each entry after that, click save new email group note if the remittance product is enabled, you can also use this email group to send remittance emails