Intacct

Account Setup View all

• What is PayMaker?
• Enrolling in PayMaker
• Adding a Bank Account
• Adding a Bank Authorized User
• Adding collaborators
• Company Setup

Connecting with my Vendors View all

• How do I make a payment with PayMaker?
• 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

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