Joint check payment method FAQs

In the Construction industry, general contractors often hire subcontractors to handle portions of their projects. These subcontractors may further engage secondary vendors to augment their workforce or to perform specialized tasks. For compliance purposes, general contractors must track all personnel working on their projects. Additionally, there are instances where the general contractor must issue joint payments to subcontractors and their secondary vendors.

You can now enter secondary vendors directly on your primary documents. These secondary vendors will appear on the Joint Payees tab in Accounts Payable (AP) Bills, allowing you to process joint payments efficiently.

The joint check payment method does not support credits.

The joint check payment method does not support discounts.

In Pay bills, the options to enter amounts for joint payees only appear when you select Joint check as the payment method.

If you do not select Joint check payment method, amounts that you pay are paid to the primary vendor, only.

To apply a payment to a joint payee in Pay bills, select the Payee details link from Pay bills or the Payee line details line, after drilling down to Line details.

If an AP bill payment uses a joint payee, you cannot delete the payees until you first delete the joint check that was paid.

Yes, you can turn off joint checks in AP configuration, but only if you have not yet paid a check with the joint check payment method. Turning of the joint check functionality removes the payment method option from Pay bills and removes all joint payee information from Sage Intacct.

The joint check payment method only supports payments where the bank currency and the bill transaction currency match. Select a bank with a currency that matches the bill transaction currency

First cancel the payment request, then update or remove the joint payees.

The joint payee name can match the joint payee print as name on an AP bill as long as the Joint payee print as name is unique. Case and spaces count, meaning lowercase and uppercase are seen as two different things.

The Secondary vendor tab appears when you enable the Vendor Compliance subscription. A user with permissions to edit purchase order documents can also add, edit, or delete secondary vendors on this tab. This tab only displays after you save the primary document. Then you can add, edit, or delete secondary vendors when the primary document is in a Draft, Pending, Partially converted, or Converted state. When you convert the primary document into an invoice, the secondary vendors are listed automatically as potential joint payees on the related Accounts Payable bill.