News and tips for supporting the 7000+ businesses who rely on Orchid’s Sage add-ons.
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SFTP, for Dummies like me

We’ve been talking a lot about SFTP lately in the context of EFT Processing. What’s all the fuss about?

EFT Processing (for Sage Intacct) - News:

Our April 2026 Release supports External User login, and new configuration options for SFTP upload

Tips & Support:

Tip: How to Upload EFT files to SFTP
Tip: You can now Import EFT Bank records for new Bank and EFT File format combinations
Tip: EFT Processing now supports both English and French language preferences

(Sage 300) Product News:

Process Scheduler: The latest PU includes new and updated actions in Process Scheduler Level 3
Information Manager: The latest PU includes several enhancements, and also the deprecation of basic authentication in SharePoint Online

Tips for:

EFT Processing: Understand the various EFT security features & options available
Inter-Entity Transactions: Find all our Cash Management FAQs in one place
Information Manager: User-level Configuration options for the Notes & DML Alert Box

Support:

EFT Processing: A reminder that our March update (PU15.02) included support for recent NACHA rule changes. (Standard description is now PURCHASE for AP and PAYROLL for Payroll.)
Document Management Link: Configuring DML & SharePoint for Office 365 has changed, as Microsoft has retired support for Basic Authentication
Information Manager: How to enable logging for troubleshooting I/M tray issues
Inter-Entity Transactions (Cash Management): How to handle a "No active transactions allowed for auto-post" error
Bin Tracking: Using Refresh from Source Document if lots on BT & source documents differ