Enhanced interface

Set up Vendor Payments powered by MineralTree

Subscription	Administration Sage Cloud Services Vendor 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 Vendor Payments powered by MineralTree

Go to Company > Admin > Subscriptions.
Go to Vendor Payment Services, then select View options.
Select the toggle next to Vendor Payments powered by MineralTree, then select Subscribe.

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

Review the entity and checking account 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.

Go to Company > Admin > Subscriptions.
Go to Vendor Payment Services, then select View options.
Select Configure next to Vendor Payments powered by MineralTree.
Select bank accounts that you want to enable from the Intacct bank account dropdown list.
Select Enable account next to each bank account you add.
Enter the accounts' Check start no. for printed checks.
Select Save.

Step 5. Set up vendors in Sage Intacct

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

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

Manually enable specific vendors

You can manually enable specific vendors for the payment service.

Go to Company > Admin > Subscriptions.
Go to Vendor Payment Services, then select View options.
Select Configure next to Vendor Payments powered by MineralTree.
Select Open Vendors list.
Select the vendors to enable.
Select Subscribe to MineralTree at the top of the list.

Automatically enable all vendors

You can enable vendors in bulk and any time a new vendor is added.

Go to Company > Admin > Subscriptions.
Go to Vendor Payment Services, then select View options.
Select Configure next to Vendor Payments powered by MineralTree.
Select one of the following options:
- Enable all vendors for service: This option mass shares all existing vendor information with MineralTree and enables them for payments.
- Automatically enable new vendors: This option automatically enables and shares any new vendors that you add in the future.
Select Save.

Next step: Set up the rebate account