This month's edition includes PUs for Sage Intacct EFT, Sage 300 RMA & Inter-Entity, an update on US moves to say goodbye to paper cheques, and more.

Time to shred the cheque book?

Much of the world has already said goodbye to paper-based payments. Is the US finally starting to play catch-up?

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EFT Processing (for Sage Intacct) - News:

The latest Product Update includes a number or usability improvements related to cache refreshes and the XML Installer.
A reminder to prepare for new Structured Address Requirements for cross-border payments, while noting that the deadline, originally November 2026, is being deferred (new date tba).

Tips & Support:

Setup: We explain why Orchid needs Bank Specs to ensure you are using a file format compatible with your bank.
Setup: What EFT Custom Objects (e.g. custom tables, menu items, screens, fields) are created during installation?
Tool Tips: Learn how to use EFT Tool Tips, displayed on various Orchid EFT screens to describe how to use certain fields.
Accounts Receivable: Learn when and how to use the Create AR Payments screen in this online help article (with Spotlight Video).
Employee Expenses: How do you trace an employee reimbursement to its EFT file and correct it (via Hold/Refresh) if it was included in error? Find out in our View Employee Expenses payments help article.

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(Sage 300) Product News:

All Modules: Our Sage 300 v2027 compatibility release article will be regularly updated to show the status for all Orchid modules.
Inter-Entity: The latest PU includes updated reports, improved validations, and fixes a Cash Management issue.
Return Material Authorizations: The latest PU fixes an issue when selecting an invoice on the RMA entry screen.

Tips for:

EFT Processing: A reminder to prepare for new Structured Address Requirements for cross-border payments, while noting that the deadline, originally November 2026, is being deferred (new date tba).
EFT Processing: Create Zero Value A/R Receipt Batches to apply documents (Invoices and Credit Notes) to a receipt.
Extender (Developer): Send HTTP/1.1 requests easily using the Python "Requests" package.
Report Runner & Process Scheduler: This help article provides a step-by-step tutorial on how to run a Sage 300 standard report each day, export it to Excel, and save it to a network folder.

Support:

Document Management Link (DML): This DML Overview help article explains the key features & benefits of DML, then lists the key steps for getting started.
Notes, DML, & Technisoft Service Manager: We are often asked if Orchid Notes & DML can be used with Technisoft's Service Manager. The answer is Yes...but with limitations, as explained in this help article.

Info-Explorer Tips:

Tip: Learn the 3 ways you can Filter a Dimension or Fact (using a check box, pre-filter on underlying dimension values, or calculated fact values).
Tip: Learn about creating and using Charts and Dashboards in a cube.

See our Events page for details of all our upcoming events, including:

Oct 20: Webinar: EFT Processing Tips & Trends (Sage 300)
Nov 4-6: Sage Future for Partners (North America: Atlanta)
Nov 9-11: Sage Future for Partners (EMEA: Amsterdam)

"Because Orchid Extender is built on Python, it speaks the same language as modern AI, making it the perfect platform for Agentic development."

JOHN PATERSON, AGENTIC/ERP, AUSTRALIA

Videos you might have missed:

Webinar: EFT Processing Tips & Tricks (Sage Intacct - Getting Started)

Our September webinar shared important tips for getting started with Orchid's EFT Processing for Sage Intacct. (E.g. Planning, SFTP testing, Security Options, importing records.)