Gain complete control of your direct debits with our bespoke module for Sage Intacct

Direct Debit module

At Solutions, we like to ensure that you are getting the most from your accounting software. That is why our in-house developers have created a bespoke Direct Debit module as an addon that integrates seamlessly with your Sage Intacct system. This module provides an ideal solution if you already collect payments by Direct Debit, but you have to manually process entries in Sage.

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How can our bespoke Direct Debit module for Sage Intacct help your business?

If your business collects payments by direct debits, then you may have noticed that Sage Intacct does not offer the ability to schedule the collection of these. This means that in order to do so, your business will most likely need to use other software or complete direct debit payments manually which could slow down your operations. With our bespoke module, you can generate the required file for submission to your bank and then post the transactions back into Sage Intacct.

Key Features

Flexible secure access for individuals

With the Direct Debit module for Sage Intacct, you can restrict or allow access for individuals based on their role’s requirements. Members of your team can be granted permission to only access specific parts of the app or be given the ability to perform certain actions. This improves security for your business by ensuring that the right people have access to your data.

Device and location security restrictions

As well as restricting access for individuals, the app also offers businesses the ability to lock down access to certain IP addresses and locations. With this feature, you can control where people access your software and ensure that highly secure data is only available, for example, on the office network. This will again provide a higher level of security for your business by guaranteeing that you have control over where your data is being accessed.

Set up multiple companies / entities

The Direct Debit Module for Sage Intacct allows users to create multiple companies and entities which can reflect certain areas or parts of the business. For example, an entity could be created for the UK side of the business as well as one for Europe which will allow you to keep payments from different areas separate. Settings within the app will also allow you to further configure the Entity to filter on particular criteria for example, annual or monthly collections.

Simple and easy setup

As the Direct Debit Module for Sage Intacct operates on a cloud-based app, there is no requirement for users to install or manage servers meaning you can save time and money, and will not need to worry about the pressures that often occur with the maintenance of on-premise servers. 

How can Solutions for Accounting & CRM help? 

As the UK’s leading business management software solutions provider, we’re a Sage Intacct specialist. We can help you successfully migrate to this more advanced platform and tailor it to your business needs.

We offer a wide range of Sage Intacct software options and expert advice to ensure you find the right solution for your business model.  

Our expert team consists of qualified accountants, product-accredited staff and talented developers, which means we can develop innovative add-ons and connectors to help you get more from your Sage Intacct solution, use it to its full capabilities and maximise your return on investment.

So, if you’re considering migrating to Sage Intacct and want to be sure you’re making the right decision, get in touch today to see how we can help.  

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