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How to Use the Joint Checks Feature in Sage Intacct

How to Use the Joint Checks Feature in Sage Intacct
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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: 

Picture1

step 2: add joint payees to bills after saving them as drafts

 Below is a diagram of the workflow: 

Picture2.0

Example of creating a join check:

  1. Create an AP bill and save it as a draft.
  2. Once back at the bills list, click "Edit" next to your draft bill.
  3. Click on the “Joint Payees” tab.
    Picture3
  4. Click on the first detail line on the joint payees to add a joint payee.Picture4
  5. Post the bill.

step 3: Allocate amounts to payees

  1. Go to AP/Pay Bills.
  2. Select a payment method of “Joint check”.
  3. Next to the bill, click on the link for “Payee details”.Picture5
  4. In the Payee details screen, enter the amounts to be paid to each payee.Picture6
  5. Click "Save."
  6. Click “Pay now”.
  7. Print and confirm the checks. There will be one check per joint payee.

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Dane Hoover

Written by Dane Hoover

Dane Hoover is a Senior Solutions Architect at RKL eSolutions. Her professional career began in the accounting field in both public accounting and private industry, and she started with software implementations in the year 2000. She has been working with Sage Intacct for the past 5 years. She lives in San Diego, CA.