Changelog for Payment Management Docs
This article lists all relevant changes to Docs for Continia Payment Management, covering both new and updated articles.
Note
You can find the detailed changelogs for the Payment Management application itself by following this link.
Article | Description | Date |
---|---|---|
Setting up validation of purchase journals | New article that describes the details of purchase journals validation, and how to set it up. | August, 2022 |
Overview of Payment Journals | New article that gives you an overview of all the articles on Docs related to setting up and using Payment Management-enabled payment journals. | June, 2022 |
Overview of Reconciling Bank Accounts | New overview article with information about all the articles on Docs related to bank account reconciliation. | June, 2022 |
Defining Sender Reference | Updated the article to include that the default sender reference template code has been changed to be the first 16 digits of the transaction ID. | June, 2022 |
Managing Cash Discounts | Updated the article with a note about a new check box Payment Discount Applied on the journal line, that will tell you if a payment discount has been applied to a payment. | June, 2022 |
Managing the Import of Bank Account Statements | The procedure "To define import file format for account statements" has been removed because it is no longer required to define the import file format on the bank account card. | June, 2022 |
Setting up Direct Debit Collections and Grouping Entries | New separate article that describes how to set up direct debit collections and how to group the direct debit collection entries. | June, 2022 |
Setting up Direct Debit | Updated the article to include how to set up direct debit reversal rules. | June, 2022 |
Payment Management Permissions | Updated the article with the new CPM365 BEXD ADMIN permission set. | May, 2022 |
Setting up Direct Debit | New article about how to set up and use Payment Management Direct Debit. | February, 2022 |
Sparebanken Vest | New bank card article for Sparebanken Vest with information with an overview of the supported bank communication types and file formats. | January, 2022 |
Handelsbanken (Nettbedrift) | New bank card article for Handelsbanken (Nettbedrift) with an overview of the supported bank communication types and file formats. | January, 2022 |
Onboarding Sparebanken Vest | New article that describes the process of setting up a Sparebanken Vest bank account to use Direct Communication. | January, 2022 |
Onboarding Handelsbanken (Nettbedrift) | New article that describes the process of setting up a Handelsbanken (Nettbedrift) bank account to use Direct Communication. | January, 2022 |
Authentication with Certificate or Token | Added a section to the article Authentication with Token or Certificate describing how authentication with certificate or token for direct bank communication can be shared between companies or banks. | December, 2021 |
Onboarding Danske Bank | Updated and simplified the article describing the onboarding of Danske Bank to Direct Communication. | December, 2021 |
Onboarding Bank Connect Banks | Updated and simplified the article describing the onboarding of Bank Connect to Direct Communication. | December, 2021 |
Onboarding Handelsbanken | Updated and simplified the article describing the onboarding of Handelsbanken GlobalOn-line to Direct Communication. | December, 2021 |
Onboarding Nordea | Updated and simplified the article describing the onboarding of Nordea Corporate Access with Direct Communication. | December, 2021 |
SpareBank 1 | Added a new bank card article for SpareBank 1 to the Bank Integration section, covering information about supported bank communication and file formats. | December, 2021 |
Bank Communication Managing Your Payment Management Data Payment Management Supported Bank Files Understanding the CBIC and CBCC Components | The "Working with Payment Management" section has been omitted from Docs, and the following articles have been moved to other sections on Docs: The article "Bank Communication" has been moved to the section "Business Functionality". The article "Payment Management Supported Bank Files" has been moved to the section "Data Import and Export". The article "Understanding the CBIC and CBCC Components" has been moved to the section "Data Import and Export". The article "Managing your Payment Management Data" has been moved to the section "Compliance". | December, 2021 |
USD Payments | Added a new article describing how to perform vendor payments in $USD. | November, 2021 |
Bank Export Data | A new article has been added describing the Bank Export Data page. The article describes the concept of bank export data, how to manage the data, and how to solve common issues. | November, 2021 |
KID Payments | A new article has been added describing how to perform KID payments. | November, 2021 |
To turn on or turn off payment references | Added a section that describes how to turn on or turn off the default action for generating payment references. | November, 2021 |
Managing assistance for vendor payment information | Added a section to the article Setting up Vendor Payment Information that describes how to turn on or turn off the assistance for filling in the vendor payment information on the vendor card. | November, 2021 |
Manage Exchange Rate Adjustments | Added an article describing the feature, for automatic update of currency exchange rates in the Payment Journal. | November, 2021 |
Managing Posting Dates | Added a new article describing how to manage posting dates in the Payment Journal. | November, 2021 |
Managing Usage Areas | Added an article describing the functionality behind the usage areas located on the Payment Management Setup page. | November, 2021 |
Changelog for Payment Management Docs | A changelog has been added to Docs, with an overview of new and updated articles on Docs. | November, 2021 |
Multiple Bank Statements per Bank Account Reconciliation | Added an article describing a new Statement Intelligence feature, allowing you to aggregate multiple bank account statements into one bank account reconciliation. | November, 2021 |
Bank Integration | Updated the list of countries supporting the DNB bank integration. The following countries have been added: Germany, England, Finland, Greece, Luxembourg, Poland, and Spain. | November, 2021 |
Manual Payments | Added a new article, describing how to pay your vendors using the payment method Manual. | October, 2021 |
NemKonto Payments | Added an article describing how to pay your vendors by NemKonto. The NemKonto payment methods make it possible to pay your vendors without having access to the vendor's bank account number, as the payment can be processed using the vendor's CPR number, VAT number, SE number, or P number. | October, 2021 |
Suggesting and Processing Payments | Added a section "To create employee payment suggestions" to the article Suggesting and Processing Payments, describing how to make employee payment suggestions in the payment journal. | October, 2021 |
Onboarding DNB With Direct Communication | Updated the descriptions and the guide in the article Onboarding DNB with Direct Communication. | October, 2021 |
New and Planned for Continia Payment Management | Updated the article New and Planned. The columns "Public preview" and "General availability" have been deleted. Two new columns; one for the on-premises version and one for the online version, have been added to the list. | October, 2021 |
Suggesting and Processing Payments | Added a description to the article "Suggesting and processing payments", describing how to specify a custom-defined name for payment files that are manually exported from the payment journal. | October, 2021 |
Managing Document Numbers | Added an article describing how to manage document numbers on payment journal lines using the Payment Journal Setup. | October, 2021 |
Overview of tasks to set up Payment Management | Updated the article "Overview of tasks to set up Payment Management", concerning the general assisted setup of Payment Management. The update is intended to make it more straightforward for the user to complete the mandatory setups after having installed the Payment Management app. | October, 2021 |
Setting up Payment References | Updated the article Setting up Payment References with a more simple description and guide. | October, 2021 |
Setting up payment methods | Merged the two articles "Setting up payment methods" and "Defining payment methods" into one article Setting up Payment Methods. The article has been rewritten to make it more simple. | October, 2021 |
Payment Management Setup | Updated various articles with information about the setups on the Payment Management Setup page. | October, 2021 |