---
title: Pre-Onboarding Checklist (Intacct)
slug: sagebankfeeds
description: I apologize, but without any information to summarize, it is not possible to generate an SEO description for the document.
docTags: 
createdAt: 2023-10-12T20:55:17.513Z
---

Prior to joining an onboarding call, please follow the below steps to ensure that the installation process runs smoothly. Any missed steps may result in the onboarding call being canceled and rescheduled to a later time.

***

## Bring a Sage Intacct Administrator

Our onboarding calls require a Sage Intacct Administrator to be present as they will need to enable a number of settings, create a web service user, install the plugin, and assign various permissions.

## Enable Platform Services

Ensure that the Platform Services module has been enabled on your Sage Intacct environment. This allows third parties to be installed in your Sage Intacct environment. 

The Administrator of the environment should see 'Platform Services' on the menu bar. 

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/AlVSNmHjzWgriC03w3T09_image.png" size="42" width="508" height="1028" position="center" caption="Platform Services enabled" showCaption="true"}

If an Administrator is not able to see 'Platform Services', please contact your Sage Intacct Account Manager to enable Platform Services on your account. You will not be able to onboard on the plugin without the Platform Services module. 

## Enable Web Services Users

Enabling the Web Services feature on your Sage Intacct account is mandatory as it allows the plugin to communicate with your Sage Intacct environment. 

Go to **Company** **→** **Admin** **tab** **→** **Subscriptions**.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/pWvU6qQwQNKxhaIo34G4K_image.png" size="80" width="2544" height="1748" caption="Go to subscriptions" position="center" showCaption="true"}

Confirm that** Web Services** is enabled, then select **Done**. If they are not, select the toggle to enable **Web Services**. 

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Qm024-fFMzDIs1jplP9aK_image.png" size="78" width="3072" height="1046" position="center" caption="Green toggle indicating that Web Services is enabled" showCaption="true"}

## Enable Banking Cloud

To utilize the bank feeds product, Banking Cloud needs to be enabled. 

Go to **Company **→ **Admin **→ **Subscriptions. **Confirm that **Sage Cloud Services** are enabled. If they are not, select the toggle to enable **Sage Cloud Services**.

After enabling Sage Cloud Services, hit **Configure**, and confirm that the **Enable Bank Feeds** functionality is checked.

Then select **Save.**

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/G_HxnS9AIpuJroxHcIahr_image.png "Enable Bank Feeds")

## Enable ISO Country Codes

Go to **Company**. Under the **General Information** section, confirm that **ISO Country Codes** is checked, and then select **Save**.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/m4W1ZoBv57ZZK5jLV2A2e_image.png" size="80" width="1160" height="672" caption="Enable ISO Country Codes" position="center" showCaption="true"}

## Ensure that Payment Approvals inside Intacct have been disabled

The plugin does not support Payment Approvals inside Intacct. If you leverage Intacct's payment approval currently, **we strongly recommend moving that process inside the bank approval portal.** 

Continuing to use that process increases the chances that a bill stays open inside Intacct even though it has been paid already. Navigate to the **Intacct Approval Process (Informational)** section of the product guides for more information. 

## Confirm Sandbox Testing

:::hint{type="warning"}
Speak with a FISPAN representative if you do not wish to enable a Sage Intacct Sandbox environment.
:::

All users moving into Production should test the bank plugin in a Sage Intacct Sandbox environment alongside any customizations or third-party plugins or applications. This will ensure a smoother transition onto the bank plugin and help avoid any future disruption to service.

Please refer to the **Sandbox Checklist (Intacct)** page for a number of suggested scenarios to test.

:::hint{type="info"}
After completing the prerequisites, proceed to Step 1 in the installation guide to begin installing the plugin.
:::

## Review Custom Fields

The plugin requires at least 14 custom fields to be available to install within Intacct. Please ensure you have at least 14 available custom fields to successfully install the plugin. 

This requirement is due to Intacct's limit of a 100 custom fields. If further support is needed in identifying which custom fields can be removed, clients will should reach out directly to their Sage Consultant. Their consultant can provide guidance on the purpose of each field and whether it can be deleted. 

To review your current custom fields:

- Navigate to **Platform Services> Custom Fields**
- Check the existing fields under **Object: AP Bill**.
- Identify any unused or redundant fields that can be deleted.