Setting up Payment Management
At the installation of Payment Management, the solution includes standard configurations for most payment-related business processes. The most important functionality will be configured in the mandatory Payment Management assisted setup guides. These configurations you can later change to suit the needs of your company. This article provides an overview of the available setups for Payment Management.
For a detailed walkthrough of how to set up the basics for Payment Management, follow the Quick Guide to Setting Up Payment Management.
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. For information on how to activate the Payment Management on-premises app, see Managing Solutions.
|Set up the general business functions, such as running the various assisted setups.||Setting up general business functionality|
|Set up the bank accounts and define how to use these with the functionality of Payment Management.||Setting up bank accounts|
|Set up or update the payment information in your company, such as defining how vendor payments must be managed and processed by Payment Management.||Setting up vendor information|
|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 customer information|
|Configure the rules and values, such as defining how to manage bank account reconciliations.||Setting up Statement Intelligence|
|Set up Payment Approval and manage the approval requests.||Setting up payment approval workflows|