Accounts Payable

These videos were recorded using US terminology, but the concepts still apply. Refer to Terminology across locales to see related terms for your location.

Basics

5:14

Add a vendor

Shows how to add a vendor to Accounts Payable.

3:38

Add a bill

See how to add a bill when you receive a vendor invoice. Get information on important fields.

3:37

Add a recurring bill

Learn how to create a recurring bill in Accounts Payable.

14:02

Bill approvals

Learn how to set up approvals, from defining approval rules to controlling permissions for approvers.

3:26

Create and apply inline credits

Shows how to create and process a negative bill line item (no audio).

Pay bills

4:29

Find bills to pay

Learn how to use filter sets to find the bills you want to pay.

3:52

Pay a bill using a check

Walks through the entire workflow of paying a bill by check.

3:00

Pay a bill using bank files

Walks through the entire workflow of paying a bill using bank files.

3:16

Record a bill payment made outside Sage Intacct

Walks through how to record a bill payment made by EFT or by a manual check.

9:32

Payment notifications and remittance

Notify vendors that they've been paid, and give them the remittance details they need.

Checks

8:52

All about printing checks

Walks through the entire check printing process, including check runs.

4:06

Print a single check on-the-fly

Use a manual payment to print a check now, and let Sage Intacct enter the bill in the background.

2:43

Void a check

Shows how to correct mistakes on printed and confirmed checks.

AP Automation

6:09

Taking advantage of AP Automation

Discover the advantages AP Automation provides to streamline your AP processes using AI and machine learning.

2:44

Upload a bill

Shows how to upload a bill using AP Automation.

2:41

Review and post bills

Shows how to post bills using AP Automation.

2:31

Email a bill

Shows how to email a bill using AP Automation.

5:04

Set up and configure AP Automation with Purchasing

Shows how to set up and configure AP Automation with Purchasing, using AI to match the invoices from vendors with the associated purchasing transactions.

7:19

Automating purchasing transations using AP Automation with Purchasing

Shows how to use AP Automation with Purchasing to upload and match purchase invoices.