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

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