Sage Intacct Xe Global Payment Pre-Implementation Checklist
1. Sandbox or Implementation Instance for the Production Company
☐ Create a Sandbox or Implementation instance for the production company.
2. Add Platform Services to Both Production and Sandbox Instances
☐ Contact Intacct to add the Platform Services module.
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Note: An environment refresh will delete the Xe Global Payments Module and its configuration.
Please inform Xe in advance to avoid additional service fees.
3. Set up External Authorization
☐ Set up External Authorization for the Xe and BTerrell team with Company ID "bterrellgroup" in the sandbox company.
☐ Enable FULL admin permission for external users as needed.
4. Open Xe Account(s)
☐ Open Xe account(s) for the Sandbox or Implementation instance and the production company.
5. Confirm Sage Intacct Environment Settings
☐ Ensure that the Sage Intacct environment has Multi-Currency enabled.
☐ Confirm the availability of checking account(s) in Cash Management.
☐ Verify the Accounts Payable module configuration.
☐ Ensure that vendors are created in Accounts Payable.
Add External Service Provider for Xe Global Business Payments - Customer Instructions
External Authorizations:
An External Service Provider allows access to your company for implementers, supporting your environment without direct login. There is no charge for this access.
To Add an External Service Provider:
- Go to Company > Admin > External Authorizations and click the Add button.
- In the Company ID field, type "bterrellgroup".
- Select Services from the Access type drop-down list.
- Optionally, enter a description in the Description field.
- Set an expiration date using the calendar tool.
- Note: The expiration date cannot exceed 90 days from the set date.
- Click Save.
Go to External Users and Edit Admin Privileges:
- Go to Company > Admin > External Users.
- Click Edit next to the external Company ID "bterrellgroup".
- Change Admin privileges to full.
- In the Email address field, type "customersupport@bterrell.com".
Managing Expiration Dates:
- If the expiration date has passed:
- Go to Company > Admin > External Authorizations.
- Click Edit next to the external authorization "bterrellgroup".
- Extend the expiration date using the calendar tool.
- Click Save.
Disable External Authorization:
When the project is live:
- Click Edit next to the external authorization "bterrellgroup".
- Select "Disabled" from the Access drop-down list.
- Click Save.