Sage Intacct

Account Setup View all

• What is Bill Manager?
• How do I enroll in Bill Manager?
• How do I get started with Bill Manager?
• How do I add a user?
• User Roles and Permissions
• How do I add a bank account?

Connecting with my Vendors View all

• How do I make a payment with Bill Manager?
• How do I set up a new vendor?
• How do I invite a vendor to be paid electronically?
• Managing Vendors payment methods
• How do I make payment through the Large Biller Network?
• Best Practices for Entering Vendors

Making Payments View all

• Paying bills
• Making a payment without creating a bill
• Payment timing
• Combining or separating bill payments to the same vendor
• Selecting a process date when scheduling a payment
• Process Date vs. Arrives by Date

Bill Management View all

• Entering a new bill
• Editing an existing bill
• Recurring bills
• Approving and denying bills
• Deleting a bill
• Working with Purchase Orders