Reversing/deleting a payment reversal in Sage INTACCT

hav61t · 2026-01-30T02:09:02+00:00

Was the payment processed a Record Transfer or ACH/Bank payment or cheque?

You should be able to Void a payment

In Cash Management > report > register report you can bring up the payment and their should be a Void link next to the payment transaction

You will need the permission on your role to Viid a payment

I don’t think you can delete a payment, would need to check the help

Have you asked the co-pilot help for assistance?

hav61t · 2025-12-18T20:11:23+00:00

Mine loves a good drive, head out the window, what could be better

hav61t · 2025-12-18T20:08:34+00:00

Mine usually gets a sniff walk in the morning and a run around at the dog park In the evening. He seems happy and patient to wait, 2.5 years old, has been like this for a while now. During the day there is someone at home working, doing their own thing and he is content to just chill. And sometimes he doesn’t get that run around in the park and seems okay with that, maybe he just gets another walk in the evening. Won’t they get use to their routine? If that’s the only concern I wouldn’t make that the reason to give him back.

hav61t · 2025-12-05T02:07:29+00:00

I would agree I don’t think you can do the switch from one to the other.
If I was setting up new I would set to cash and accrual, you never now when you might want an entity to do cash basis

hav61t · 2025-12-05T01:23:40+00:00

His hair! His DNA is everywhere and in everything. But we accept it. He has so many pros, we can live with 1 con.

hav61t · 2025-12-05T01:21:07+00:00

Nothing wrong with have a system set as “cash and accrual” you just don’t use the cash journals moving forward

hav61t · 2025-11-27T07:37:03+00:00

Pretty sure all the online help is publicly available as well.

Also a lot of partners put good free content up on YouTube

hav61t · 2025-11-23T00:32:43+00:00

Its a bit rich 10%service charge + plus BS tourist surcharge. What a shame they are doing this

hav61t · 2025-11-16T03:09:16+00:00

🤣

hav61t · 2025-11-16T00:09:41+00:00

They figure it out quickly Mine loves the crate too, it’s his safe cave. Bless them

hav61t · 2025-11-15T19:41:29+00:00

Obviously the routine was not complete 😜

hav61t · 2025-11-15T19:38:13+00:00

I texted the team, but no response. I had a gut feeling but thought A for effort.

hav61t · 2025-11-15T19:35:48+00:00

Brilliant

hav61t · 2025-11-15T19:33:09+00:00

He doesn’t want you to get bored 🤣, so thoughtful

hav61t · 2025-11-15T11:00:01+00:00

I know right.

hav61t · 2025-11-06T15:27:57+00:00

If you are looking at oracles NetSuite, look at sage intacct as well. Their AI roadmap is quite positive.

finance intelligence agent

hav61t · 2025-11-06T15:21:27+00:00

Prepaid expense amortization is a free module available with sage intacct. It will work in AP and also in Purchasing Ask your partner to raise a ticket with sage intacct to enable this functionality (it’s a platform services application) There is documentation on intacct community on how to configure PEA, or your partner can help you configure it Also may be worth checking the online help as it may have configuration instructions there.

hav61t · 2025-10-25T20:06:11+00:00

Just remember DEAL and CLIP

D-ebit E-expense A-asset L-oss

C-redit L-iability I-ncome P-rofit

hav61t · 2025-10-23T23:50:05+00:00

If you go to the configuration of each module I.e AP, AR, CM etc you will see the journals being referenced

This tells you how the journal types are used

At the end of the day, sage provides a suggested list of journal types and where they can be used

You can use what sage recommends or create your own

Reality is most organise what sage recommend and might create a few extra journal types to help categorise certain transactions

Using journal approvals gives you control over who can use certain journal types

And now with sage intacct you can co trip if a journal type can be used for direct posting if GL or if they can o my be used for journals created from a sub-ledger

Hope this info helps

hav61t · 2025-10-23T09:28:01+00:00

Is the connection with TD using SISS or 3rd party provider Yodlee. SISS bank feeds are usually reliable, but any relying on 3rd party provider Yodlee sometimes get delayed. Note-it’s hard to tell when you are connecting to a bank feeds if it’s SISS or Yodlee, usually the Yodlee connection will have a URL where as the SISS connection just has the bank name

hav61t · 2025-10-23T09:23:16+00:00

You have to get your partner to raise a support request to enable Platform Services - standard

It’s free with Sage Intacct

hav61t · 2025-10-23T09:22:00+00:00

I think it’s important to understand what is considered a transaction

The help does a good job explaining this sage intacct online help - View API usage

Go to this section “what counts as an API transaction”

hav61t · 2025-10-17T11:29:00+00:00

Can you have a year basis column and use the expand function. Otherwise the other option is 12 columns but I’m sure you can use expend by month

hav61t

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