EFT Processing for Sage Intacct (new features & tips) - Webinar

Sage Intacct

Our November 2023 Webinar demonstrated the new Employee Expenses Reimbursements functionality, plus the ability to create Accounts Receivable Payments in bulk for a range of AR Invoices. We also shared some tips to help you make the most of Orchid's EFT Processing for Sage Intacct.

00:00 Intro & Overview
02:10 (New) Employee Expenses Reimbursements
21:42 (New) Create bulk AR Payments for selected AR Invoices
30:29 Tips for Consultants & Users
32:00 (Tip) Naming the EFT File
34:40 (Tip) View payments in a file
36:25 (Tip) Filtering & sorting payments in a file
39:03 (Tip) Upload EFT File to Cloud Service or SFTP
42:57 (Tip) Special file types
52:00 (Tip) Payment Effective Date
52:45 Future Roadmap
53:40 Closing Remarks