Sage Intacct sync: Credit Memos
You need to create and apply credit memos manually in Sage Intacct and J.P. Morgan Digital Banking Cashflow360 because they don't sync to or from Sage Intacct.
Create a credit memo in Sage Intacct
- Go to Accounts Payable
- Under Transactions > select Account Adjustments
Create a credit memo in J.P. Morgan Digital Banking Cashflow360
- Select Invoices in the navigation menu
- Select the more options dots
- Select Credit Memos
- Select New
- Enter credit memo details
- Select Save
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