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.

November 2022

Article
Description
Automatic PaymentsNew article about how to post purchase documents for automatic payment methods directly to the vendor.
Undoing a Bank Account ReconciliationNew article about how to undo a reconciliation posted from the bank account card.
Reimbursing Customers and Paying Credit MemosNew article about how to directly suggest and validate reimbursement payments and credit memos in the payment journal.

October 2022

Article
Description
Using Split CharactersNew article about how to use the Split Characters field to split a string into chunks that Statement Intelligence can use for recognizing entries.
Setting up Payment ApprovalNew article about the payment approval workflow feature.
Creating Payment Approval WorkflowsNew article about how to add an approval workflow for payments.
Editing Payment Approval WorkflowsNew article about how to edit an approval workflow for payments.
Setting up Customer StatementsNew article about adding a payment reference to the customer statement.
Setting up Payment Management MappingNew article about how to map the payment methods between Document Capture and Payment Management.
Change in product name365 has been removed from the Payment Management product name. Documentation, App name, and other related materials have been updated accordingly.
Assisted Setups for Payment ManagementUpdated to reflect the updates to the assisted setup guides: The Payment Approval Setup guide has been added and the Payment Management Setup and Payment Method Setup assisted guides have been removed.
Quick Guide - Setting up Payment ManagementUpdated to reflect the updates to the assisted setup guides: The Payment Approval Setup guide has been added and the Payment Management Setup and Payment Method Setup assisted guides have been removed.

September 2022

Article
Description
Bank integration overviewThe articles under the bank integration section have been updated with clearer instructions on how to set up each bank with direct or manual communication, and links to detailed step-by-step procedures.
Setting up Customer StatementsNew article in the section Setting up Customer Payments of how to print customer statements with a payment reference, allowing customers to pay multiple invoices using a single payment reference.
Business FunctionalityUpdated to include the Direct Debit module and the Payment Approval module.
Setting up Payment ApprovalNew section with three articles about how to set up and edit Payment Approval, and manage the approval requests.
Payment Management PermissionsUpdated the article with the new CPM365 APPRADMIN permission set that users must have to set up and edit payment approval workflows.

August

Article
Description
License and Granules for Payment ManagementUpdated to include the granule for Continia Payment Management Payment Approval and Direct Debit.
Setting up validation of purchase journalsNew article that describes the details of purchase journals validation, and how to set it up.

June

Article
Description
Overview of Payment JournalsNew article that gives you an overview of all the articles on Docs related to setting up and using Payment Management-enabled payment journals.
Overview of Reconciling Bank AccountsNew overview article with information about all the articles on Docs related to bank account reconciliation.
Defining Sender ReferenceUpdated the article to include that the default sender reference template code has been changed to be the first 16 digits of the transaction ID.
Managing Cash DiscountsUpdated 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.
Managing the Import of Bank Account StatementsThe 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.
Setting up Direct Debit Collections and Grouping EntriesNew separate article that describes how to set up direct debit collections and how to group the direct debit collection entries.
Setting up Direct DebitUpdated the article to include how to set up direct debit reversal rules.

May

Article
Description
Payment Management PermissionsUpdated the article with the new CPM365 BEXD ADMIN permission set.

February

Article
Description
Setting up Direct DebitNew article about how to set up and use Payment Management Direct Debit.

January

Article
Description
Sparebanken VestNew bank card article for Sparebanken Vest with information with an overview of the supported bank communication types and file formats.
Handelsbanken (Nettbedrift)New bank card article for Handelsbanken (Nettbedrift) with an overview of the supported bank communication types and file formats.
Onboarding Sparebanken VestNew article that describes the process of setting up a Sparebanken Vest bank account to use Direct Communication.
Onboarding Handelsbanken (Nettbedrift)New article that describes the process of setting up a Handelsbanken (Nettbedrift) bank account to use Direct Communication.