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  1. Key CashFlow
  2. Sage Intacct
  3. Tips and Best Practices

Payments with Sage Intacct

Recording Payments

  • Pay bills and record offline payments in Key CashFlow. The sync will push the payment information to Sage Intacct

Voiding Payments__

  • Void payments in Key CashFlow
  • If you've also deleted the bill in Key CashFlow, manually reverse the bill from Sage Intacct
  • Since the sync cannot reverse a bill from Sage Intacct, you may get a sync error for the bill
  • To clear the sync error, select Fix next to the sync error and then select Next

Things to know

  • Don't merge any Chart of Account(s) used for offline payments
  • Merging will impact Offline Payments to be printed as Checks in Sage Intacct

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    FAQ

    How do I make a payment without creating a bill? How do I pay a bill? How do I process items from the Inbox? How do I add a vendor? How do I apply vendor credits? How do I attach a document to an offline payment? How do I add another user? When will my payment arrive? Process date vs. arrives by date How do I cancel a payment? When can I void a payment? How do I contact Key CashFlow Support?

    Can’t find your answer?

    For phone support, please contact KeyBank Commercial Banking Services at 1-800-539-9039, Option 5, Monday - Friday 8am-8pm ET.

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