Before you get started

As a user of Microsoft Dynamics NAV or Microsoft Dynamics 365 Business Central on-premises, you can easily and quickly start using Continia Payment Management. However, there are a few simple preparations you need to do before the solution can be installed.

Access to your bank's payment system

Payment Management requires access to a payment system at your bank, so it is possible to exchange files electronically. The bank can help you with information about the payment system's requirements for equipment, including requirements for internal storage, hard disk, capacity, operating system, etc.

Direct communication with the bank - remember to make an agreement

In order to use direct communication, your bank must support this functionality. You can see which banks support direct communication under the section, Bank information.

Most banks require use of a personal certificate, which is imported in Payment Management and attached every time you send files to the bank. This ensures the bank that it is actually you communicating with the bank so your information is not abused by others.

When you make an agreement with your bank, to use direct communication, you will receive a username and password or PIN to use in Payment Management to create a personal certificate.

When you create the certificate, you can choose whether the certificate can be used by all users in Payment Management, or just used by you. If you choose to import the certificate as a shared certificate, you can still create specific user rights for each user.

Update the license file

Before you can use Payment Management, the license file for Dynamics NAV or Business Central on-premises must be updated. The license file must contain the modules (granules) that give access to Payment Management and the license file should contain access to the Basic module. Read more about the minimum requirements for Payment Management under section Minimum requirements.

It is your Microsoft Partner, who needs to update your license file.