Getting an EFT Licence

Licence types

A Licence code is required to use EFT Processing for Sage Intacct.

You can purchase separate subscriptions for EFT Processing for :

  • AP Vendor Payments

  • AR Customer Payments (Direct Debits)

  • Employee Expenses payments

Note:

Available features depend on your Licence code.

Tip:

Contact your Sage partner to organize a trial code or purchase a subscription.

Note: With active subscriptions for EFT Processing, you are entitled to a code for your implementation / sandbox instance. Send a screenshot of the Implementation Company ID to receive the IMP code.

If you don't have the relevant activation code, you get an error message: 

Your Licence does not allow you to do this.

Trial licence

Users cannot auto-generate a trial Licence. However, they can start configuring EFT Processing without a valid code.

Users can configure EFT File Formats, EFT Banks and EFT details for Vendors, Customers and Employees without a valid Licence code.

Users can't generate an EFT File or download / hold / refresh / confirm a file without a valid activation code.

They get an expired Licence message as below.