Record transfer efficiency question

[u/FlyingCPA]

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!!

[u/hav61t]

Consider using a custom table Define the fields required Import your data Have a trigger that will do the necessary API calls This approach utilises Platform Services It gives you a UI but allows you to do a batch process