Customize Payment Management

52 min.
Módulo
10 Unidades

Payment Management

Payment Management offers a wide range of options for configuring the app to fit the specific needs of your organization. In this module, you'll learn how to tweak Payment Management to further support your work.

Objetivos de aprendizaje

Al final de este módulo, usted sabrá:

Set up notifications
Set up balancing accounts
Set up currency exchange
Set up bank holidays
Set up the bank
Set up Statement Intelligence
Set up the vendor

Comenzar

Requisitos previos

Basic knowledge of how to use and navigate in Business Central.
Basic insight into payment and reconcilliation in Business Central.

Introduction

1 min.

Set up of payment notifications

10 min.

Set up balance accounts

7 min.

Keep the currency exchange rates updated

4 min.

Take bank holidays into consideration

5 min.

Key settings on the vendor

5 min.

Configure Statement Intelligence on the bank card

5 min.

Customize the Statement Intelligence default settings

10 min.

Check your knowledge

3 min.

Summary

1 min.