In certain cases, vendors may require you to pay a bill to one or more joint payees, such as when there is both a contractor and subcontractor. This feature is now available in Sage Intacct in Accounts Payable and will be explained in the information below.
Creating Joint Checks in Accounts Payable
step 1: Enable Joint check feature
The feature first has to be enabled in AP/Configuration in the “Enable functionality” section:
step 2: add joint payees to bills after saving them as drafts
Below is a diagram of the workflow:
Example of creating a join check:
- Create an AP bill and save it as a draft.
- Once back at the bills list, click "Edit" next to your draft bill.
- Click on the “Joint Payees” tab.
- Click on the first detail line on the joint payees to add a joint payee.
- Post the bill.
step 3: Allocate amounts to payees
- Go to AP/Pay Bills.
- Select a payment method of “Joint check”.
- Next to the bill, click on the link for “Payee details”.
- In the Payee details screen, enter the amounts to be paid to each payee.
- Click "Save."
- Click “Pay now”.
- Print and confirm the checks. There will be one check per joint payee.
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