1. Accounting
  2. Banking
  3. Intelligent Payment Automation
  4. Switching and Migrating to Intelligent Payment Automation
  5. Transitioning from Payment Automation to Intelligent Payment Automation

Transitioning from Payment Automation to Intelligent Payment Automation

If your company is moving from Payment Automation integrated with HSBC to Intelligent Payment Automation (IPA), follow these steps:

  1. Install the Intelligent Payment Automation SuiteApp from the SuiteApp Marketplace.

  2. Migrate vendor bank account data from HSBC to IPA.

  3. Complete the setup of the IPA SuiteApp, create a test payment, and verify that payments process successfully.

  4. Offboard your HSBC online and card accounts.

  5. Back up and download your statements.

  6. (Optional) Uninstall the Payment Automation SuiteApp. Before uninstalling, back up your data.

These steps help protect your data, maintain business continuity, and meet compliance requirements during the transition.

General Notices