Sage Intacct AP Module: How to Print Payment Copies Effectively

Printing Payment Copies in Sage Intacct Accounts Payable

Managing financial transactions effectively is key for any business, and Sage Intacct's feature for printing payment copies in the Accounts Payable (AP) module is a crucial tool in this process. This tutorial provides a detailed walkthrough on how to utilize this function in Sage Intacct.

Accessing the Feature:

  1. Navigate to the AP Module:

    • Begin by selecting AP from the main menu.

    • Choose the All option to access the comprehensive list of functionalities within the AP module.

  2. Opening Print Payment Copies:

    • Find and click on the Print Payment Copies option. This opens the interface for printing payment copies, offering a range of selections and filters.

Customizing Your Printout:

  1. Period Selection:

    • You have the option to select a specific period for which you want to print payment copies. If you don’t specify, it defaults to the current period.

  2. Setting Parameters:

    • Check Range Sorting: Organize your printouts by check number.

    • Max Number of Rows: Adjust this to manage the volume of data displayed per page.

    • Vendor and Check Sorting: Sort the payments by vendor name and check number for easier navigation.

    • Voided Checks: Choose whether to include voided checks in your printout.

    • Vendor Range and Checking Accounts: Filter by specific vendors or checking accounts.

    • Payment Method: Select the payment method (e.g., check, ACH) for the copies you need.

  3. Check Display Options:

    • Decide how many checks per page you want to print.

    • The system allows you to preview the layout and content of the checks, including the stubs.

  4. Printing and Emailing:

    • After setting your parameters, click View to preview the payment copies.

    • You can choose to Print or Email the payment copies directly from this screen.

    • For checks, it will print the entire check along with the stubs. The same applies to ACH payments – it prints the ACH information and the stubs.

    • The printed checks are marked as non-negotiable and may contain a void watermark for security.

Use Cases:

  • Client Communication: Email payment copies directly to clients for their records.

  • Internal Record-Keeping: Print and store payment copies for internal financial tracking.

Conclusion:

The print payment copies feature in Sage Intacct's AP module is a versatile tool for handling payment documentation. Whether for internal record-keeping or external communication, this function simplifies the process of managing and sharing payment information.

For a detailed visual guide on using this feature, watch the full tutorial on YouTube. This video will assist you in navigating through the process, ensuring accuracy and efficiency in your financial management tasks with Sage Intacct.

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