Assisted Setups for Payment Management
Before you set up Payment Management, you must ensure that the app has been activated in the company. When you open Business Central for the first time after installing Payment Management, the Role Center will display a notification asking you to activate the app. For more information about activating Payment Management, refer to the articles Using Continia Solution Management (online) or Managing Solutions (on-premises).
Payment Management includes two mandatory assisted setups that must be completed before you can start using the solution:
An assisted setup for Payment Approval is available but not mandatory. For more information, see the article Setting up Payment Approval Flows.
You can use the Bank Account Setup to add bank accounts.
For more information on how to set up a bank account to use direct communication, navigate to the relevant onboarding article for your bank.
To set up bank accounts using the Bank Account Setup:
Use the icon and search for Bank Account Setup, then select the related link.
In the bank account overview, select a bank account you wish to set up with Payment Management and select Next.
Fill in the fields in each step of the guide. Hover over a field to read a short description.
After you've set up the bank account, the status in the Bank accounts overview will be set to Ready if the bank account is ready for use.
Repeat the previous steps to set up additional bank accounts.
You can use the Status in the bank account overview to indicate whether the bank account is ready for use. If the status is Not Ready, you must select Next to start the bank account configuration.
Use the Vendor Payment Setup to replace the payment information on your vendors and vendor templates with Payment Management-supported payment information and to update the payment information on multiple vendors and vendor templates at the same time.
To set up vendor payment information:
Use the icon and search for Vendor Payment Setup, then select the related link.
Follow the instructions in the guide and validate the payment information you want to update for your vendors.
If you want to exclude a vendor from being updated by Payment Management, set a checkmark in the Exclude column, this will prevent Payment Management from updating the vendor information.
When the setup is completed, in the last step, close the assisted setup guide by selecting Finish. This will update your vendors concerning the vendor payment information reviewed in the guide.
For more information on how to set up vendor payment information, see the article Setting up Vendor Payment Information.