--- title: Payables 2.0 - Managing Vendor Payment Methods (Intacct) slug: santander/payables-20-managing-vendor-payment-methods-intacct description: Follow this guide to learn how to update vendor payment information directly from the Payment Methods page. docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2026-01-08T17:27:23.523Z --- Manage vendor payment information more efficiently on the Payment Methods page. This guide covers how to update vendor bank accounts, addresses, settings, and email groups. Vendor Record Approvals can be configured to require authorization for changes to vendor banking data, enable this by following the **Vendor Approvals** page. This approval process ensures data accuracy, enhances security and enables an audit trail of all changes. *** ## Accessing Vendor Payment Information Navigate to the Santander Fusion menu and select **Payment Methods **for an overview of your vendors and their payment information. Click any vendor row to open the vendor details panel, where you can add payment information or configure specific settings. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/T3tWB1rNnfzNkU31Ok6te-20251031-223740.png" size="80" width="1725" height="741" position="center" caption="Vendor Details Panel" darkWidth="1725" darkHeight="741" showCaption="true"} The panel is organized into **Payment Methods** on the left (where you add information) and **Settings** on the right (where you configure preferences). ### Natively Stored Payment Information Any bank accounts, addresses, or emails stored natively in your ERP will be imported automatically. These records are identified by the **ERP **icon next to the label. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Xpb1YtAkqT0D3xRTxYjky-20251031-222626.png" size="80" width="1146" height="682" position="center" caption="Natively Stored Information Synced" darkWidth="1146" darkHeight="682" showCaption="true"} These details are not editable within the plugin. To modify this information, you must make the changes directly within your ERP’s vendor record. The updates will then sync to the plugin. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/zKAQygfuABrO0yOGK-0le-20251031-222626.png" size="70" width="800" height="806" position="center" caption="View Natively Stored Information" darkWidth="800" darkHeight="806" showCaption="true"} *** ## Managing Bank Accounts Use the vendor details panel on the Payment Methods page to add, update, or delete vendor bank account information. ### Adding a Bank Account From the vendor details panel, follow these steps to add a new bank account for your vendor. :::::WorkflowBlock :::WorkflowBlockItem **Add New Bank Account** Click on the **Add New** button in the **Payment Methods** pane and select **Bank Account**. Select the **Country** and **Currency** of the bank account you would like to add next. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/zQlwNIU_PNeCvnmzkI2Op-20251031-223647.png" size="60" width="800" height="556" position="center" caption="Selet Country and Currency" darkWidth="800" darkHeight="556" showCaption="true"} ::: :::WorkflowBlockItem **Add Account Details** Fill in the required banking information (e.g., Routing Number, Account Number) and provide a unique **Label** for easy identification. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/KUPrNAZErXb7wuVHPDFST-20251031-223647.png" size="80" width="800" height="587" position="center" caption="Enter Bank account details" darkWidth="800" darkHeight="587" showCaption="true"} ::: :::WorkflowBlockItem **Add Intermediary Bank Details** 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 this information, click the **Intermediary Bank** toggle. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/57kWoS9I-_b2bYhKKzP-x-20251031-223647.png" size="80" width="803" height="124" position="center" caption="Enable Intermediary Bank" darkWidth="803" darkHeight="124" showCaption="true"} Once enabled, you can enter the intermediary bank account information. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/OasCXalc5u5JpO8SekyO1-20251031-223647.png" size="80" width="800" height="377" position="center" caption="Intermediary Bank details" darkWidth="800" darkHeight="377" showCaption="true"} ::: ::::WorkflowBlockItem **Validate Payment Rail Eligibility ** After you have added all required information, click **Validate Payment Rail Eligibility**. The system will verify that the information is formatted correctly for the available payment types. Once validation is successful, click **Save Account**. The new account will then appear in the Bank Accounts list. ::Image[****]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/xFxtN0_aNCDjo2-F1V8U5-20251031-223647.png" size="80" width="800" height="424" position="center" caption="Payment Rail Validated" darkWidth="800" darkHeight="424" showCaption="true"} :::hint{type="warning"} **IMPORTANT: **This step validates the format of the data, not its accuracy. Please ensure all account numbers are entered correctly. ::: :::: ::::: ### Edit a Bank Account To edit a bank account for a vendor, navigate to the vendor's detail panel and follow these steps. ::::WorkflowBlock :::WorkflowBlockItem **Open Bank Account Details** In the **Payment Methods **pane, find the bank account you wish to edit and click on the pen icon next to it. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/k3pUygfcz8aMcgodWNtOP-20251103-055058.png" size="80" width="800" height="516" position="center" caption="Edit a Bank Account" darkWidth="800" darkHeight="516" showCaption="true"} The bank account details will appear as a pop-up. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/h6c4mR5Eq6TOsSlIvm6zK-20251103-055058.png" size="80" width="800" height="563" position="center" caption="Vendor Bank Account Pop-Up" darkWidth="800" darkHeight="563" showCaption="true"} ::: :::WorkflowBlockItem **Update Bank Account Details** Make your required changes (e.g., update the Account Number, Routing Number, or Label). ::: :::WorkflowBlockItem **Validate and Save** Click **Validate Payment Rail Eligibility** to re-verify the new details. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/CwIPcKtnLH3WzMWhMxb6F-20251103-055059.png" size="80" width="799" height="558" position="center" caption="Re-Validate Payment Rail Eligibility" darkWidth="799" darkHeight="558" showCaption="true"} Once validated, click **Save Account**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/ARK3hWkXEQVqiDgYw4Qxn-20251103-055059.png" size="80" width="800" height="521" position="center" caption="Save Account" darkWidth="800" darkHeight="521" showCaption="true"} ::: :::: ### Delete a Bank Account To delete a bank account for a vendor, navigate to the vendor's detail panel and follow these steps. :::::WorkflowBlock :::WorkflowBlockItem **Open Bank Account Details** In the **Payment Methods **pane, find the bank account you wish to edit and click on the pen icon next to it. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/k3pUygfcz8aMcgodWNtOP-20251103-055058.png" size="80" width="800" height="516" position="center" caption="Edit a Bank Account" darkWidth="800" darkHeight="516" showCaption="true"} The bank account details will appear as a pop-up. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Ln_DaG-3f0IB1HoOlE_9X-20251103-055059.png" size="80" width="799" height="560" position="center" caption="Bank Account Pop-Up" darkWidth="799" darkHeight="560" showCaption="true"} ::: ::::WorkflowBlockItem **Delete Account** Click **Delete Account** on the top right of the pop-up. A prompt will appear. Click **Yes, Delete** to permanently remove the bank account from the Santander Fusion. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/SHWUHaiaT7DcIJaAxVL10-20251103-055059.png" size="80" width="1149" height="190" position="center" caption="Delete Bank Account Pop-Up" darkWidth="1149" darkHeight="190" showCaption="true"} :::hint{type="info"} **NOTE:** Deleting the **Default Payment Method** will leave the vendor without a default. You must then set a new one. You can do this either: - Directly in the **Default Payment Method** column on the main vendor list, **OR** - By clicking the vendor and using the **Preferred Payment Method** dropdown on the right side of the details panel. ::: :::: ::::: *** ## Managing Addresses Use the vendor details panel on the Payment Methods page to add, update, or delete vendor address information. :::hint{type="info"} **NOTE:** If the Check payment method is not enabled in the plugin, the option to add an address will not be visible. Addresses are only required for Check payments. ::: ### Adding an Address To add vendor mailing addresses, follow these steps. ::::WorkflowBlock :::WorkflowBlockItem **Add New Address** Click the **Add New** button in the **Payment Methods** pane and select **Address**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/PrUBlwODopVEldUzbDU5t-20251031-223647.png" size="80" width="1136" height="282" position="center" caption="Click 'Address'" darkWidth="1136" darkHeight="282" showCaption="true"} ::: :::WorkflowBlockItem **Add Address Details** Add your address details to the fields. After that, click **Add Address**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/rWvPlpFOwTAEFLDie1h6B-20251031-223648.png" size="80" width="800" height="791" position="center" caption="Add Address Information" darkWidth="800" darkHeight="791" showCaption="true"} ::: :::: ### Edit an Address To edit a bank account for a vendor, navigate to the vendor's detail panel and follow these steps. ::::WorkflowBlock :::WorkflowBlockItem **Open Address Details** In the **Payment Methods **pane, find the address you wish to edit and click on the pen icon next to it. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Y1vtUAAF1pWAN3x1jcEkr-20251103-062557.png" size="80" width="1151" height="576" position="center" caption="Edit an Address" darkWidth="1151" darkHeight="576" showCaption="true"} The address details will appear as a pop-up. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/ziBivpgBRD5Z3PHFrC9VX-20251103-062557.png" size="72" width="800" height="813" position="center" caption="Update and Save Changes" darkWidth="800" darkHeight="813" showCaption="true"} ::: :::WorkflowBlockItem **Update Address** Update the address fields as needed and click **Save Changes**. ::: :::: ### Delete an Address To delete an address for a vendor, navigate to the vendor's detail panel and follow these steps. ::::WorkflowBlock :::WorkflowBlockItem **Open Address Details** In the **Payment Methods **pane, find the bank account you wish to edit and click on the pen icon next to it. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Y1vtUAAF1pWAN3x1jcEkr-20251103-062557.png" size="90" width="800" height="400" position="center" caption="Edit an Address" darkWidth="800" darkHeight="400" showCaption="true"} The bank account details will appear as a pop-up. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/LcQbAYNrCqvMnbk_iAHsc-20251103-062557.png" size="72" width="800" height="815" position="center" caption="Address Pop-Up" darkWidth="800" darkHeight="815" showCaption="true"} ::: :::WorkflowBlockItem **Delete Address** Click **Delete Address** on the top right of the pop-up. A prompt will appear. Click **Yes, Delete** to permanently remove the address from the Santander Fusion. ::Image[****]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/eIV6MaQZUmyXXKfpluZu3-20251103-062557.png" size="80" width="800" height="143" position="center" caption="Delete an Address Pop-Up" darkWidth="800" darkHeight="143" showCaption="true"} ::: :::: *** ## Managing Email Groups Group email recipients to manage your remittance more efficiently. You can add, update, or delete these groups directly on the Payment Methods page. :::hint{type="info"} **NOTE:** Email groups are available with the Remittance Advice product. ::: ### Adding Email Groups To add an email group for remittance, follow these steps. ::::WorkflowBlock :::WorkflowBlockItem **Add New Email Group** Click the **Add New** button in the **Payment Methods** pane and select **Email Group**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/d-nhMsX0FYYiw6uWhchuB-20251031-223647.png" size="80" width="800" height="205" position="center" caption="Click 'Email Group'" darkWidth="800" darkHeight="205" showCaption="true"} ::: :::WorkflowBlockItem **Add Email Recipients** Add your recipients' email addresses to the **Emails** field. You can add up to 5 emails by clicking "Enter" after each entry. Add a unique **Label **and** Group Name**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/zcu0uynpgfsm5Y4le99Dh-20251031-223648.png" size="80" width="800" height="724" position="center" caption="Add Email Group" darkWidth="800" darkHeight="724" showCaption="true"} After that, click **Add Email Group**. This group can now be selected in the **Settings** pane of the vendor details panel to receive remittance emails. ::: :::: ### Edit Email Groups To edit an email group for a vendor, navigate to the vendor's detail panel and follow these steps. ::::WorkflowBlock :::WorkflowBlockItem **Open Email Group Details** In the **Payment Methods **pane, find the email group you wish to edit and click on the pen icon next to it. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/W4EpJThLyl919fVVKotHR-20251103-063531.png" size="80" width="1151" height="726" position="center" caption="Edit an Email Group" darkWidth="1151" darkHeight="726" showCaption="true"} The email group details will appear as a pop-up. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/wvrKUhk4np3QvEXPLokPn-20251103-063531.png" size="72" width="800" height="718" position="center" caption="Update and Save Changes" darkWidth="800" darkHeight="718" showCaption="true"} ::: :::WorkflowBlockItem **Update Email Group Details** Update the email recipients or group name as needed and click **Save Changes**. ::: :::: ### Delete Email Groups To delete an email group for a vendor, navigate to the vendor's detail panel and follow these steps. ::::WorkflowBlock :::WorkflowBlockItem **Open Email Group Details** In the **Payment Methods **pane, find the bank account you wish to edit and click on the pen icon next to it. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/W4EpJThLyl919fVVKotHR-20251103-063531.png" size="80" width="1151" height="726" position="center" caption="Edit an Email Group" darkWidth="1151" darkHeight="726" showCaption="true"} The email group details will appear as a pop-up. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/E15dvF5OvPeRcY37PTylK-20251103-063531.png" size="66" width="546" height="491" position="center" caption="Email Group Pop-Up" darkWidth="546" darkHeight="491" showCaption="true"} ::: :::WorkflowBlockItem **Delete Email Group** Click **Delete Group** on the top right of the pop-up. A prompt will appear. Click **Yes, Delete** to permanently remove the email group from the Santander Fusion. ::Image[****]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/X-3jIL9QBdYGv8RDQpGvy-20251103-063724.png" size="80" width="800" height="135" position="center" caption="'Delete Email Group' Pop-UP" darkWidth="800" darkHeight="135" showCaption="true"} ::: :::: *** ## Configuring Vendor Settings In the **Settings** pane on the right side of the vendor details panel, you can configure the vendor’s payment preferences with the following toggles: - **Do not show bills from this vendor:** Toggle this on to exclude all bills for this vendor from the Payments page in the plugin. - **Combine Multiple Bills:** Toggle this on to consolidate multiple bills for the same payment method into a single payment. - **Notify vendor for each payment:** Toggle this on to enable remittance advice emails. Once enabled, select an **Email Group** from the dropdown menu below it. Finally, select a **Preferred Payment Method** from the dropdown. This will populate as the default for every bill for this vendor on the **Pay Bills** page and can be updated at any time.