Step 20: Store Other Vendor Payment Information
If applicable, you can add additional payment information within the plugin's Payment Methods page by following the steps in this guide.
Only payment methods set up in your plugin and assigned to the specific vendor will be visible. If a method is missing, please add it to the vendor or reach out to your Sales Officer to have it added to the plugin.
Store Vendor Payment Information
Follow these steps to start storing any additional vendor payment information.
Go to Payment Methods
In Intacct, go to Main Menu → Payment Methods tab
Add Bank Account
Select Edit on the vendor for which you would like to add payment information. Here, you can choose to Add Bank Account, Add Address, or Add Email Group.
Click Add Bank Account.
Here, you will see another pop-up window titled "Payment Information: [VENDOR NAME]" that will prompt you to enter a Country and Currency.
Enter the Country and Currency for this vendor, and click Continue to Bank Details.
Add Account Details
On the Account Details pop-up, you will be prompted to fill in several fields. Please refer to the Payment Requirements section of this Product Guide for required fields, depending on the payment method you wish to use to pay your vendor.
NOTE: Depending on the country and currency selected, as well as the number of fields completed on the Account Details screen, you may be eligible to pay the vendor using various payment methods. In previous versions of the Payment Methods page, you were required to first choose whether a payment was international or domestic—this is no longer necessary.
Validate Account Info
After filling in the required fields or additional fields provided by your vendor, click Validate Account Info.
The system may take a minute or two to validate your inputs.
If validation fails, error messages will appear indicating any missing bank details needed to activate certain payment methods. Review these messages carefully, then click Return to Account Details to make further changes to bank details
If validation is successful, a confirmation message will display along with the number of payment methods now available for paying this vendor, based on the bank details provided. When you're ready, click Save Account with Eligible Payment Methods to finalize.
The "Payment Setup: [VENDOR NAME]" window will refresh and display the newly added Bank Account details.
Select Default Payment Method
Here, you can define a default payment method for this Vendor by clicking on the Select Method dropdown for the Default Payment Method field.
Any changes to toggles (i.e., Combine Multiple Invoices) or the Default Payment Method drop-down on the "Payment Setup: [VENDOR NAME]" window are saved automatically. When you're happy with your changes, click outside the window or use the back arrow in the top-left corner to close it.
TIP: The plugin supports importing vendor payment information via CSV, allowing for immediate mass updates across all vendors. Use the Updating Vendors via CSV guide for more information.