Xe Global Payments Pre-Implementation Checklist

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.

• 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:

1. Go to Company > Admin > External Authorizations and click the Add button.
2. In the Company ID field, type "bterrellgroup".
3. Select Services from the Access type drop-down list.
4. Optionally, enter a description in the Description field.
5. Set an expiration date using the calendar tool.
   • Note: The expiration date cannot exceed 90 days from the set date.
6. Click Save.

Go to External Users and Edit Admin Privileges:

1. Go to Company > Admin > External Users.
2. Click Edit next to the external Company ID "bterrellgroup".
3. Change Admin privileges to full.
4. In the Email address field, type "[e-mail]".

Managing Expiration Dates:

• If the expiration date has passed:
  1. Go to Company > Admin > External Authorizations.
  2. Click Edit next to the external authorization "bterrellgroup".
  3. Extend the expiration date using the calendar tool.
  4. Click Save.

Disable External Authorization:

When the project is live:

1. Click Edit next to the external authorization "bterrellgroup".
2. Select "Disabled" from the Access drop-down list.
3. Click Save.