Setting up General Business Functionality

The following lists the guides available for the general setup of Payment Management.

Use the assisted setups to configure the general setup of Payment Management.Assisted Setups for the Payment Management Configuration
Define the settings for bank holidays ensuring that vendors are not paid on a bank holiday.Setting up Bank Holidays
Define the currency exchange rate provider to use when importing currency exchange rates.Setting up Currency Exchange Rates
Enable or disable usage areas for the Payment Management solution in Business Central.Managing Usage Areas

To manage setups from the Payment Management setup page

Payment Management offers a wide range of configuration options that allow you to adjust the app to fit the needs of your organization.

To access the general setup page of Payment Management:

  1. Select the Search for page or report icon and search for Payment Management Setup, then select the related link.
  2. From the action bar on the Payment Management setup page, you can access the manual and assisted setups available for Payment Management.

See also

Assisted Setups for the Payment Management Configuration
Setting up bank holidays
Setting up currency exchange rates