Applying Credits in Intacct to Sync with MineralTree



  1. Add Bill for vendor, under Accounts Payable --> Bills (+).
  2. Enter Bill information and Post.
  3. Add Account Adjustment, under Accounts Payable –> Account Adjustment (+).
  4. Enter Account Adjustment information. Choose “Debit Memo” – NOT “Credit Memo” – and Post.
  5. Go to “Select Bills to Pay”.
  6. Find bill, click check box on left, click “Apply Credits”.
  7. Click Save.
  8. Amount change will reflect in Unpaid Invoices list in MineralTree. ‘I’ bubble will show original amount when hovering with mouse.
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