Step 19: Setting Default Payment Information
Setting a default payment method per vendor will save you significant time by automatically pre-filling the payment type for all future transactions.
Use the steps below to select a default payment method for each vendor.
In Intacct, go to Main Menu → Payment Methods Tab.
Go to Payment Methods
Select the appropriate payment method from the Default Payment Method drop-down menu.
Select a Default Payment Method
NOTE: You will only see the payment methods currently configured for both your plugin and the specific vendor. If a payment method is missing from the list, you must either add it to the vendor record or contact your Sales Officer to have it added to the plugin setup.