Getting Started with EFT Processing for Sage Intacct - Webinar

Our December 2024 Webinar explained and demonstrated the steps needed to get Orchid's EFT Processing up and running for Sage Intacct AP & AR.

00:00 Introduction & Overview
01:11 Gathering data for EFT Setup
07:42 Licencing for EFT Processing
09:47 Installation & Activation
13:10 Roles and Permissions
16:49 EFT File Format & EFT Bank configuration
22:49 Vendor, Customer & Employee configuration
30:17 AR Direct Debit file creation & processing
44:07 AP Vendor Payment file creation & processing
58:17 More Info & Closing Remarks