Overview of tasks to set up Payment Management
At the installation of Payment Management the solution includes standard configurations for most payment-related business processes, but you can change the configurations to suit the needs of your company. This article provides an overview of some of the setups available to configure Payment Management.
The most important functionality, either general or for specific business processes, will be configured in the mandatory Payment Management assisted setup guides, after which these settings can be changed from the respective feature pages in Business Central. You can read more about the assisted setups here.
If you haven't already activated Continia Payment Management in Business Central, this must be done before you can start configuring the solution. For information on how to activate the Payment Management online app, see Using Continia Solution Management. Or for information on how to activate Payment Management on-premises app, see Managing Solutions.
|Set up general business functionality such as the assisted setup.||Assisted setups for the Payment Management configuration|
|Set up bank accounts, defining how to use these with the functionality of Payment Management.||Setting up bank information|
|Set up or update payment information in your company, defining how vendor payments must be managed and processed by Payment Management.||Setting up purchasing and payments|
|Define payment notification methods, and set up email notifications.||Setting up notifications|
|Specify payment ID mask and application rules for the management of customer payments||Setting up cash receipts|
|Configure the rules and values, defining how to manage bank account reconciliations.||Setting up Statement Intelligence|