Manage Tokens and Certificates

Many banks require a bank certificate or token to authenticate the web service connection between Business Central and the bank in order to use direct communication.

In case your bank requires a certificate or token for direct communication, the connection must be authenticated from Business Central using the assisted bank account setup. Also bank files must be ordered at the bank before they can be imported in the system. Use the Bank Integration as an access point to your bank, to find information about which files to order in your bank, as well as prerequisites for enabling direct communication.

To manage authentications shared between companies

An authentication can be shared between companies or banks without having to export the certificate or token from Business Central.

  1. Use the Search for page or report icon and search for Banks, then select the related link.
  2. On the Banks overview, choose the bank for which you want to share an authentication key.
  3. On the bank card, in the action bar select Connection and choose Authentication.
  4. On the Authentication Entries overview, in the action bar, select the Related Banks action or Related Companies action. Depending on your selection, this will open a list of banks or companies who have access to the given authentication.
  5. If you wish to add a bank or company to the list, select New and add the desired bank or company to the list.
  6. If you wish to delete a bank or company from the list, select a bank or company from the list and choose Delete.

Note

An authentication can be shared or deleted from any bank or company to which the authentication is shared.

To renew an authentication

A bank certificate or token will expire after 2 to 3 years depending on the bank. 3 months before the authentication expires Payment Management will send a request to the bank regarding renewal of the authentication. This all happens in the background and the authentication will then automatically be renewed.

To delete an authentication

Before deleting an authentication you should control if the authentication is shared between companies or banks, as the authentication will be deleted in all companies and banks to which the authentication is shared. If you just wish to remove the authentication for a single company or bank, see the section To manage authentications shared between companies.

  1. Use the Search for page or report icon and search for Banks, then select the related link.
  2. On the Banks overview, choose the bank for which you want to delete an authentication.
  3. On the bank card, choose Connection > Authentication.
  4. On the Authentication page, select the authentication key that you want to delete.
  5. In the action bar, choose the Delete action.

The authentication has now been deleted.

To import or export an authentication

  1. Use the Search for page or report icon and search for Banks, then select the related link.
  2. Open the bank card for which an authentication must be exported or imported.
  3. On the bank card choose Connection > and select the Import Authentication action to import an authentication into the bank card, or select the Export Authentication action to export an authentication from the bank card to a local folder.