Set up Supplier Payments powered by MineralTree

Subscription

  • Administration

  • Sage Cloud Services

  • Supplier Payments powered by MineralTree
Regional availability

United States
User type Business user with admin privileges
Permissions Application Subscriptions: List, View, Subscribe, Configure

Step 1. Subscribe to Supplier Payments powered by MineralTree

  1. Go to Company > Admin > Subscriptions.

  2. Go to Supplier Payment Services, then select View options.

  3. Select the toggle next to Supplier Payments powered by MineralTree, then select Subscribe.

    If you do not see Supplier Payments powered by MineralTree in the list of payment services, contact your account manager for assistance.

  4. Enter an Email address for notifications and name.

    The email address that you enter here will receive the initial outreach email and all notifications from MineralTree.

  5. Select Save.

    A representative from MineralTree will contact you to discuss next steps.

Step 2. Complete MineralTree's onboarding workflow

After you enable the service in Intacct, a member of the MineralTree team will reach out to you through email. As part of MineralTree's setup process, they will send a link to their onboarding workflow in Moxo. Enter your company, owner, and bank account information.

You can contact your MineralTree implementation manager at any time through Moxo for assistance.

Step 3. Review entity and information

Review the entity and account information in Sage Intacct following the instructions on the payment service configuration page.

Step 4. Set up bank accounts in Sage Intacct

After your subscription status is Subscribed, add and enable your bank accounts to use with MineralTree.

  1. Go to Company > Admin > Subscriptions.

  2. Go to Supplier Payment Services, then select View options.

  3. Select Configure next to Supplier Payments powered by MineralTree.

  4. Select bank accounts that you want to enable from the Intacct bank account dropdown list.

  5. Select Enable account next to each bank account you add.

  6. Enter the accounts' Cheque start no. for printed cheques.

  7. Select Save.

Step 5. Set up suppliers in Sage Intacct

When you enable a supplier for Supplier Payments, MineralTree works with you and your supplier to determine their preferred payment method.

We recommend notifying your suppliers of this change in payments so that the enrollment email from MineralTree is not mistaken for spam.

Manually enable specific suppliers

You can manually enable specific suppliers for the payment service.

  1. Go to Company > Admin > Subscriptions.

  2. Go to Supplier Payment Services, then select View options.

  3. Select Configure next to Supplier Payments powered by MineralTree.

  4. Select Open Suppliers list.

  5. Select the suppliers to enable.

  6. Select Subscribe to MineralTree at the top of the list.

Automatically enable all suppliers

You can enable suppliers in bulk and any time a new supplier is added.

  1. Go to Company > Admin > Subscriptions.

  2. Go to Supplier Payment Services, then select View options.

  3. Select Configure next to Supplier Payments powered by MineralTree.

  4. Select one of the following options:

    • Enable all suppliers for service: This option mass shares all existing supplier information with MineralTree and enables them for payments.

    • Automatically enable new suppliers: This option automatically enables and shares any new suppliers that you add in the future.

  5. Select Save.

Next step: Set up the rebate account