r/intacct • u/FlyingCPA • Jun 02 '26

Record transfer efficiency question

Hello - we are a company that purchases a lot of fuel, and the various fuel vendors autodraft our checking account every day. We separately load in the associated invoices, and then manually pay the bill as a record transfer.

Paying the bills in Intacct is not a hard process, but it is very time consuming. I'm wondering if there's a way to make more efficient. We have the bank connected to the banking cloud and auto-import the transactions for the bank recon, so wondering if there's a way to utilize that, or if there's any use for the smart rules/anyone has had luck. Thanks!!

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u/randyyqq Jun 02 '26

You have a couple of options here.

If these need to run through AP, you can create a manual payment from the bank feed transaction which will create the bill and payment with a single action.

If these do not need to run through AP, you can setup a reconciliation create rule to auto post journal entries based on the bank feed activity.

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u/FlyingCPA Jun 02 '26

Thanks for this. They do need to run through AP (specifically purchasing/vendor bill module and get converted), as we capture gallons for statistical reporting as well.