Post-Onboarding Checklist (Intacct)
You are almost ready to use the plugin. There are a few additional steps that are required in order to use the product at its full potential. Follow this flow to make sure you are not missing anything!
For Sandbox users, feel free to skip the steps that may not apply to your use case. We strongly recommend following the Sandbox Checklist (Intacct).
If you want to give access to the plugin to someone else in your organization, follow Step 11: Set Permissions for a Role, Step 12: Assign Role to Web Service User and Step 13: Assign Role to User. This will ensure everyone who needs access is set up properly.
If you need more payment methods than what you see on the Pay Page, contact your bank relationship manager. They are able to kick off the process of adding other payment methods. That process is usually fast and painless. Do not hesitate to contact our support team should you encounter any issues.
Once set up, you will be able to add that information to the Payment Method’s Page for each of the vendors you wish to pay with that new payment method. This is explained in more detail in the following steps.
Sage Intacct native stores ACH and CHECK information. You are able to modify this information by going into the vendor record.
CHECK: you need a valid address on the vendor record.
ACH: you need valid information inside Bank File on the vendor record.
You are also able to mass import this information natively: Updating Vendors via CSV
The plugin will offer ACH and CHECK options in the payment method dropdown if:
- Both methods have been enabled by the bank (see step 2)
- There is sufficient information inside Intacct’s vendor record (see Step 3).
Are you looking to add other payment methods than CHECK & ACH? The plugin offers a reliable way to store that information.
Navigate to Step 18: Store Other Vendor Payment Information to find out how to add this information. You are also able to add it via a simple CSV import (Updating Vendors via CSV). This takes minutes and updates all the records at once.
The last step in setting up your vendors is making sure they have a default payment method enabled. You can do this manually by going into Plugin > Payment Methods > Hit 'Edit' on the right and select a default from the list of available payment methods.
If you are looking at doing this via a CSV import, this is also possible. Follow similar steps to what is explained in step 4 to make sure your vendors have default payment methods set up in no time.
If you would like to receive a daily push of bank transactions inside the reconciliation module of Sage Intacct, we recommend setting up bank feeds. The setup process takes minutes and allows you to set up all your accounts at once.
Follow Enabling Bank Feeds (Intacct) for more information.