Accounts Payable

Send automatic vendor payment notifications to more recipients

This idea came from you

You’re no longer limited to sending automatic payment notification only to the vendor's primary email address. Now, when you make a simple configuration change, Sage Intacct sends automatic notifications to the secondary email address, as well.

Details

Enable the option to include secondary email addresses in your Accounts Payable configuration.
Before a vendor can receive automatic payment notifications, you must enable payment notifications on the vendor record.
Sage Intacct sends the payment notification to the Primary email address and Secondary email address of the Pay-to contact specified on the Contact list tab of the vendor record.

If the Pay-to contact is set to Same as vendor, Intacct uses the Primary and Secondary email addresses for the vendor primary contact, shown on the Vendor tab.
If there's no secondary email address defined for the contact, Intacct sends a payment notification to the first email address only. This does not generate an error.
Payment notification emails that you send when viewing a posted payment are sent to the primary email address only.

How it works

Enable secondary email payment notifications

Go to Accounts Payable > Setup > Configuration.
In the Enable functionality section, select Include secondary email contacts in automatic payment notifications.
Select Save.

Set up a vendor to receive payment notifications

Go to Accounts Payable > All > Vendors and select Edit beside the appropriate vendor.
On the Payment Information tab, select Send automatic payment notification.
On the Contact list tab, verify the vendor name and email address.
The payment notification email is sent to the primary and secondary email addresses listed in the Pay-to contact for the vendor. The vendor Print as name appears in the email greeting line.
If the vendor Pay-to contact is set to Same as vendor, the Print as name and email addresses is taken from the first tab of the vendor record.
Select Save.

Send automatic payment notifications

After you adjust your setup to send notifications to secondary email addresses, vendor payment notification works as follows:

You create a payment request in Pay bills, making sure the contact selected for Send payment notifications from is the contact that you want to appear as the sender.
After the payment requests are approved, you process and confirm the payment as is appropriate for the payment method.
Some payments, such as cash, credit card, or record transfers, are confirmed as soon as the payment request is approved.
If the vendor is set up for automatic payment notification, Sage Intacct emails a notification to the primary and secondary email addresses for the vendor Pay-to contact. Intacct uses the contact that you selected in Pay bills as the sender, unless your payment approval configuration specifies another contact record.

Permissions and other requirements

Subscription	Accounts Payable
Regional availability	All regions
User type	Business
Permissions	Accounts Payable Pay bills: Run
Configuration	Enable Include secondary email contacts in automatic payment notifications in Accounts Payable Configuration.
Restrictions	Secondary email addresses are supported for payment notifications that Sage Intacct sends automatically when the bill is paid.