Remittance Advice (Intacct)

remittance advice emails will change how you talk to vendors and make paying bills easier payment details are automatically sent to your vendors right after a bill is paid, giving them what they need to quickly check their records note if you are interested in enabling this feature, contact your remittance advice overview remittance advice service automatically sends an email to the vendor’s designated email address(es) for every submitted payment this email will contain your company name and a detailed list of the paid bills, including the reference/invoice #, invoice date, amount, and discount used if any credits were applied, the credit's reference number and amount will also be displayed each remittance email can be sent to up to 5 email addresses by default, the system uses the vendor’s email address if you prefer to use a custom list, you can set payables email addresses on the custom tab of the vendor's profile in netsuite (or the payment methods page in sage intacct and business central) the email will be sent from fispan and feature your bank's branding as a user, you can customize several settings "reply to" email address configure an address that the recipient will see and use if they reply to the remittance advice receive copies choose an email address to receive copies of all sent remittance advice alternative company name you may request that we configure a different company name to appear in the email on a per bank account basis remittance emails are submitted shortly after the payment is successfully sent from your erp the subject line of the email will appear as "your customer {customer name} has initiated a payment " important enabling the group bills for payment function means that only one remittance email is sent for multiple bills grouped into a single payment for the same vendor if this feature is not enabled, each paid bill is treated as a unique payment with its own remittance email, which results in multiple payments and multiple emails configuring remittance advice follow these steps in the to enable and manage your remittance advice settings navigate to the app center log in to https //sys fispan live/ui/integrations (or sandbox https //sandbox fispan cloud/ui/integrations ) using your credentials if not already there, navigate to the app center remittance advice, as well as any other available extra features, will be displayed in the lower discover more section enable remittance advice to begin enabling remittance advice, hover over the card and select learn more the learn more button will begin the short setup process note don't see remittance advice in the connected or discover more sections? please reach out to to have this product made available to you configure remittance advice in order to complete the setup, we require a few details from you all emails come from the unmonitored inbox if a vendor replies to a remittance email, their response will be redirected to the address you specified in the vendors can reply to field internal copies of all remittance advices will be sent to the emails noted for copies once enable remittance is selected, it can take up to 15 minutes for the changes to come into effect modify remittance advice settings you can view or change your current settings through the app center find the remittance advice card, select its drawer, and choose open settings if you need to disable the integration entirely, select disable the change may take up to 15 minutes to come into effect update intacct settings this section applies only if you've opted into remittance advice to enable this feature or get more information, please contact our support team update the vendor's email address and details to start using the remittance advice feature go to payment methods go to the payment methods tab locate the vendor you would like to edit and select edit edit email address(es) on the vendor record, under the email tab , locate the email address field enter the vendor's email address(es) (up to 5), and select save confirm success if the emails are set up correctly, the vendor's row on the main page should show yes under the email overridden column next time you make a payment, the remittance email will go out to the email addresses specified important if you are currently using intacct's native send automatic payment notification option alongside the plugin's remittance advice feature, your vendors may be receiving duplicate remittance emails it is recommended to deactivate the native send automatic payment notification option for any vendor leveraging our plugin's remittance advice this ensures vendors receive a single, consistent notification if you choose to keep the native intacct send automatic payment notification active, the remittance email will be sent from the web service user (wsu) created when the plugin was installed to change this sender create a new wsu and name it appropriately ensure the new wsu has all the necessary permissions update the new wsu within the installation wizard settings faqs what is remittance advice and how does this affect me? with the new automated remittance advice feature in the plugin, your team can stop manually sending payment details to vendors once a vendor is set up with a valid email address, the system automatically composes and sends an email detailing the total amount paid, invoice numbers, dates, and amounts, freeing up your team for more valuable tasks is there anything i need to do to utilize remittance advice? before sending remittance advice, you must confirm that all vendors have a valid email address in their vendor information you can find detailed instructions on how to update vendor information in our guide when will the remittance advice be sent? after this service has been enabled, it may take up to 24 hours for remittance advice emails to automatically be sent remittance advice will be sent after your payment has been successfully transmitted to how is the remittance advice sent and what information is included? the remittance advice email will automatically be sent to all vendors that have a valid email address the information on the remittance advice will include your company name, invoice number, invoice date, and amount paid here is a preview of what the email will look like what if i don’t want specific vendors to receive automated remittance advice? vendors will only receive automated remittance advice if there is a valid email address listed to ensure automated remittance advice is not sent, please remove the vendor's email address from the record what happens if a payment fails, but the remittance advice email has already been sent? when the failed bill payment is repaid, a second remittance advice email will be automatically sent can i receive a copy of the remittance advice email? yes, a copy of the remittance advice email can be sent to a list of cc emails set by your administrator can i opt out of the remittance advice feature? yes, if you'd like the feature turned off, please let your bank representative know of the request