Preparing for EFT Implementation in Sage Intacct (Tips from consultants)

Emma, our customer experience manager, leads a discussion between Anne and Beth, where Beth shares her top tips to prepare for a smooth implementation of EFT Processing for Sage Intacct.

00:00 Introduction
00:54 Tip 1: Confirm your bank setup
01:49 Tip 2: Bank specs & sample files
02:43 Tip 3: Identify the payment types
03:24 Tip 4: Clean up vendor banking info
04:20 Tip 5: Test SFTP separately
05:17 Bonus Tip 1: Test with realistic txns 
06:12 Bonus Tip 2: Production testing & bank approval