Process AR Advance Payments with Project ID – Paystand Help Center

Prerequisites

• Must have the AR Advance feature enabled. Contact your CSM to confirm if this functionality is included in your account.

• Project ID functionality must be enabled in your PS Dashboard

• Paystand Web Services User role must have Projects permissions configured in Sage Intacct

Important considerations

• Project ID is optional, but highly recommended if your Sage Intacct uses project-based tracking
• Only one Project ID can be assigned per AR Advance transaction
• Once submitted, the Project ID cannot be changed in Paystand

Enabling Project ID for AR Advances

1. To enable the AR Advance with Project ID feature, go to the Settings section

2. Click GENERAL

3. Activate the toggle for AR Advance Project Assignment

Processing AR Advance with a saved payment token

1. To create an AR Advance with a Project ID, go to the Customers tab

2. Select the Customer

3. Click AR Advance

4. Below the total amount field, you’ll see a Project ID dropdown. This menu displays all active projects associated with the selected customer

5. Select the project you want to associate with the AR Advance

6. Select the saved payment token for the customer

7. Click Pay

8. Click Pay Now to confirm

Requesting an AR Advance with a Project ID

1. Click Request Payment

2. Select the project you want to associate with the AR Advance

3. Click Send Request

Applying AR Advance with Project ID

1. The AR Advance will be reflected in the Advances section within Sage Intacct.

2. The Project ID will be included in the payment memo field

What to Expect

Once processed, the AR Advance and associated Project ID will sync with Sage Intacct, ensuring proper allocation and visibility in your financial reports.

Enable Projects permissions for Paystand Web Services in Sage Intacct

1. Navigate to: Company → Admin tab → Users, roles & groups section → Edit Roles
2. Select the Paystand Web Services role
3. Go to Role Subscriptions tab
4. Find Projects section
5. Enable the following permissions:
   • List - Required to retrieve available projects
   • View - Required to read project detailsTo enable this functionality, the Paystand Web Services User role must have Projects permissions configured in Sage Intacct:

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Table of contents

Process AR Advance Payments with Project ID

• Process AR Advance Payments with Project ID
• Prerequisites
• Enabling Project ID for AR Advances
• Processing AR Advance with a saved payment token
• Requesting an AR Advance with a Project ID
• Applying AR Advance with Project ID
• Enable Projects permissions for Paystand Web Services in Sage Intacct