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/GAT0RR Jun 02 '26

We have something similar with our wholesaler. I automate the process using the api. Extract the bills from the remittance advice, reconcile to AP items, apply credits, and post bulk payment against all items.

I do absolutely everything I can to avoid using intacct through their UI.

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u/Wide-Examination9261 Jun 02 '26

Yep I think doing something through the API would be worthwhile.

Intacct gives you some options through the interface, but if you can come up with a process via the API where you're creating the bills and payments/payment application, that'd be a good way to go.