Sending and managing payments through Yapily

When you have onboarded a bank account through Yapily, you can send payments directly from Business Central. This article describes how to send a payment and how to revoke Yapily Connect consent if you no longer want to use the connection.

For setup instructions, see Onboarding through Yapily.

To send a payment with Yapily

Yapily supports single payments, bulk payments, and mixed batches.

To send a payment with Yapily:

1. Search () for and select Payment Journal.
2. Open the relevant journal.
3. Click Prepare > Suggest Vendor Payments.
4. Select a payment line, then click Export/Send Payments.
5. On the Payments page, select a payment and click Authenticate Payment.
6. On first use, you're informed of the connection to Yapily Connect. If you don't want to see this message again, select Don't show this again.
7. Log in to your bank and select the accounts.
8. Click OK to confirm the payment. The payment disappears from the list, and Continia Banking updates the payment journal line to Sent.

To revoke Yapily Connect consent

You can revoke your Yapily token at any time.

To revoke Yapily Connect consent:

1. Search () for and select Banks.
2. Select the relevant bank.
3. On the action bar, click Connection > Revoke Token.
4. Click OK to confirm.