Enhanced interface

Print payment copies—Accounts Payable

Generate PDF copies of payments issued out of Accounts Payable or Cash Management to print or email.

If the payment method was check , Sage Intacct prints non-negotiable copies of the original check. These copies contain the same information as the original checks. If any information changed after a check was paid (for example, if the contact name or address changed), the copies will not reflect those changes.

Understand the address that prints on check payment copies

The company name and address that's printed on a payment copy is determined by the following:

Whether you print payment copies at the top level or the entity level
The filter settings that you select when you print payment copies at the top level

If you want the address on printed payment copies to match the address used when the payment was made, print payment copies from the top level and select Show entity-level checks.

Address used for print payment copies based on settings
Level	Filter settings	Address used on payment copies	Notes
Top level	No entity filter Show entity-level checks is unselected	Company record address	Entity-level payments are excluded from the results
Top level	Filter by entity	Entity record contact address	Top-level payments are excluded from the results
Top level	Show entity-level checks is selected	Top-level payments show the company record address Entity-level payments show the entity record contact address	Both top and entity-level payments are included in the results
Entity level	No applicable filters	Entity record contact address	Both top and entity-level payments are included in the results

You can also email payment notifications after-the-fact from this page.

Step 1. Filter to view payment copies

To print payment copies, first filter to find the group of payments that you want.

Subscription	Accounts Payable
User type	Business
Permissions	Payment copies: Run

Go to Accounts Payable > All > Payments > Print payment copies.
Select the Payment period or enter the Start date and End date that you want considered.

For example, print a payment copy for a specific vendor paid last quarter. If you do not specify a payment period, Intacct uses the current month to date. You can specify either the payment period or the start and end dates, but not both.
Select the Payment method.
Filters appear based on the payment method.
Check payment method filters
1. Select how many Checks per page to print .
  - To include check stub and vendor stubs, select One.
  - To use the entire paper space and print three checks per page (without check or vendor stubs), select Three.
2. Select a Checking Account.
  Admins can preset a default account in Cash Management (Cash Management > Setup > Configuration). You can set a default account on an entity-by-entity basis.
3. Use the From vendor and To vendor dropdowns to include results for a specific vendor or a range of vendors.
4. Optionally, select to Include voided checks.
5. At the top level, select an Entity.
  Intacct determines the currency by the entity that you select here.
6. Select Show entity level checks to include checks paid by the selected entity.
7. Use the From check and To check dropdowns to include results for a specific check or a range of checks.
Optionally, set the sort order and the number of records to include per page.
By default, Intacct sorts payments by date and according to the order of the items in the Sort by box.
1. Select Add or edit In the Sort by box. Select the item and select the right arrow to add it to the box on the right.
  Select the item and select the right arrow to add it to the box on the right. Remove an item by selecting the item in the box on the right and selecting the left arrow. To move the sort order of an item, select it, and then select the up and down arrow icons.
1. Select the Max rows of checks that you want to appear by selecting 50, 100, or 200.
Select View.

Step 2. Print payment copies

After you select View, a list of payments available to print copies for appears. Select Customize to return to the filters section.

Subscription	Accounts Payable
User type	Business
Permissions	Payment copies: Run

Optionally, for check payments, select to print detailed check or vendor stubs to include with the payment copy.
Perform one of the following actions:
1. Select Print for each payment copy that you want to print.
  
  You can select or clear all checkboxes in a column by selecting the diagonal arrow icon at the top of the column.
Select Print or email.

A PDF of your payment copies marked as Non-negotiable appears.

I do not see a PDF of my statements

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Chrome

Allow pop-ups in Chrome:

In the Chrome browser, select the three vertical dots in the upper right and select Settings.
Go to the Privacy and security tab.
Select Site settings.
In the Content section, select Pop-ups and redirects.
In the Default behavior section, select Sites can send pop-ups and use redirects.

If you download a PDF but the files are not saved or you see the error "Failed-Forbidden", deactivate the native Chrome PDF Viewer.

Download PDFs in Chrome:

Open Google Chrome.
In the address bar, enter chrome://settings/content/pdfDocuments
In the Default behavior section, select Download PDFs.

In the Chrome browser, select the three vertical dots in the upper right and select Settings.
Go to the Privacy and security tab.
Select Site settings.
In the Content section, from the Additional content settings dropdown list select PDF documents.
In the Default behavior section, select Download PDFs.