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