Introduction

Purchase document validation

Introduction to the payment journal

Set up the payment journal

Suggest, export and post vendor payments

Check your knowledge

Summary

Icon_ Course Get started in Payment Management

Icon_install and activate

Install and activate Payment Management in Business Central online

Install Payment Management from the Extension Marketplace 

Activate and set up Payment Management

Set up bank accounts

Update the vendor payment information

Icon_Customize PM

Customize Payment Management

Set up of payment notifications

Set up balance accounts

Keep the currency exchange rates updated

Take bank holidays into consideration

Key settings on the vendor

Configure Statement Intelligence on the bank card

Customize the Statement Intelligence default settings

Icon_Process Payments 

Process payments in Payment Management

icon_Use approvals in the payment process

Payment Approval Workflows

About payment approval workflows

Create and set up approval workflows

Mandatory payment approval based on bank account

Edit or delete an approval workflow

Working with approval requests

What next?

icon Strengthen security with bank account verification

Strengthen security with Bank Account Verification

About Bank Account Verification

Enable Bank Account Verification

Verify bank account details

Icon_Statement Intelligence

The Statement Intelligence functionality

The Bank Account Reconciliations page

Match and reconcile the lines 

Introducing reconciliation rules

General and bank account reconciliation rules

Customer reconciliation rules

Vendor and employee reconciliation rules

Merge rules

Icon_reconciliation process

The reconciliation process in Payment Management

Importing the bank account statement

The unsolved lines – one by one

The journals

Post the reconciliation

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Assessment: Get started using Payment Management

Get started using Payment Management

In this module, you'll learn about the payment approval process. You'll get an understanding the various options for setting up approval workflows to match your company's specific needs and how to ...