EFT Processing for Sage Intacct (Tips & AR Direct Debits) - Webinar

Sage Intacct

Our May 2023 Webinar demonstrated the new Accounts Receivable Direct Debits functionality and provided tips to help you make the most of Orchid's EFT Processing for Sage Intacct.

00:00 Intro & Overview
1:28 EFT Quick Start (Customer Payments)
12:47 EFT File Creation (AR Payments)
17:07 Processing & Exception Handling
22:47 Tips for Consultants (AP&AR)
24:17 Intacct feature & processing tips
29:02 Positive Pay files
31:22 Pre-Note authorization files
40:18 Payment Date changes
41:58 Security Roles
43:16 EFT Roadmap update
44:29 Closing remarks