Pre-implementation

Enable Platform Services

To configure and use EFT Processing, you need to enable Platform Services and Web Services in Sage Intacct.

Refer to Sage Intacct documentation for details.

Example:

See the community article on how to do it:

https://community.intacct.com/community/articles/Support/8414/p

User Permission

You need Full Admin access to Sage Intacct, with user role permissions to perform the installation.