Importing and reconciling bank transactions can be a tedious process—unless you’re using Sage Intacct’s Bank Transaction Assistant. This powerful tool enables businesses to import, match, and reconcile transactions efficiently, reducing manual workload and improving financial accuracy.
Setting Up the Bank Transaction Assistant
To start using the feature:
Enable the Service
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- Enable the Service
- Subscribe to Sage Cloud Services and enable Bank Transaction Assistant in settings.
- Grant User Permissions
- Ensure that Cash Management permissions for API imports are activated.
- Access the Import Feature
- Once set up, the Bank Transaction Import Files option will be available under Cash Management.
- Enable the Service
Importing Transactions in Sage Intacct
✔ Upload your bank transaction file – Navigate to the import page, select the account, and upload your file.
✔ Format & Map Fields – Ensure your file is formatted correctly and map required fields for accurate processing.
✔ Review & Confirm – Verify transaction details and confirm the import.
Key Benefits of Using This Feature
🔹 Time Savings – No more manual data entry; automated reconciliation speeds up processes.
🔹 Increased Accuracy – Reduces errors with structured data imports.
🔹 Audit-Ready Records – Maintains a clear transaction history for compliance.
🔹 Improved Cash Flow Visibility – Get real-time insights into your business finances.
By leveraging Sage Intacct’s Bank Transaction Assistant, companies can optimize their bank reconciliation process while ensuring accuracy and compliance. Start automating your transactions today!