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.

ArticleDescriptionDate
Setting up validation of purchase journalsNew article that describes the details of purchase journals validation, and how to set it up.August, 2022
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.June, 2022
Overview of Reconciling Bank AccountsNew overview article with information about all the articles on Docs related to bank account reconciliation.June, 2022
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.June, 2022
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.June, 2022
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.June, 2022
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.June, 2022
Setting up Direct DebitUpdated the article to include how to set up direct debit reversal rules.June, 2022
Payment Management PermissionsUpdated the article with the new CPM365 BEXD ADMIN permission set.May, 2022
Setting up Direct DebitNew article about how to set up and use Payment Management Direct Debit.February, 2022
Sparebanken VestNew 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 VestNew 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 TokenAdded 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 BankUpdated and simplified the article describing the onboarding of Danske Bank to Direct Communication.December, 2021
Onboarding Bank Connect BanksUpdated and simplified the article describing the onboarding of Bank Connect to Direct Communication.December, 2021
Onboarding HandelsbankenUpdated and simplified the article describing the onboarding of Handelsbanken GlobalOn-line to Direct Communication.December, 2021
Onboarding NordeaUpdated and simplified the article describing the onboarding of Nordea Corporate Access with Direct Communication.December, 2021
SpareBank 1Added 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 PaymentsAdded a new article describing how to perform vendor payments in $USD.November, 2021
Bank Export DataA 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 PaymentsA new article has been added describing how to perform KID payments.November, 2021
To turn on or turn off payment referencesAdded 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 informationAdded 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 AdjustmentsAdded an article describing the feature, for automatic update of currency exchange rates in the Payment Journal.November, 2021
Managing Posting DatesAdded a new article describing how to manage posting dates in the Payment Journal.November, 2021
Managing Usage AreasAdded an article describing the functionality behind the usage areas located on the Payment Management Setup page.November, 2021
Changelog for Payment Management DocsA changelog has been added to Docs, with an overview of new and updated articles on Docs.November, 2021
Multiple Bank Statements per Bank Account ReconciliationAdded an article describing a new Statement Intelligence feature, allowing you to aggregate multiple bank account statements into one bank account reconciliation.November, 2021
Bank IntegrationUpdated 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 PaymentsAdded a new article, describing how to pay your vendors using the payment method Manual.October, 2021
NemKonto PaymentsAdded 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 PaymentsAdded 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 CommunicationUpdated the descriptions and the guide in the article Onboarding DNB with Direct Communication.October, 2021
New and Planned for Continia Payment ManagementUpdated 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 PaymentsAdded 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 NumbersAdded 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 ManagementUpdated 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 ReferencesUpdated the article Setting up Payment References with a more simple description and guide.October, 2021
Setting up payment methodsMerged 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 SetupUpdated various articles with information about the setups on the Payment Management Setup page.October, 2021