Get started using Continia Banking
- 2 h. 59 min.
- Learning Path
- 10 Modules
- Banking
The Continia Banking solution streamlines and automates your payment processes and ensures full and seamless integration between Business Central and your bank. You'll be in control of all aspects of the payment process while reducing the risk of errors.
This course includes a final exam, which qualifies you for the Fundamentals of Continia Banking certification.
Prerequisites
To benefit the most from this learning path, you'll need a basic understanding of how to use Microsoft Dynamics 365 Business Central.
You don't need to install any Continia solutions on your device to complete the learning modules. The learning path provides relevant images and videos from the Continia Banking solution throughout the course.
Please note that additional videos will be published for this learning path over the coming month.
Modules in this learning path
First steps in Continia Banking
- 13 min.
- Module
- 5 Units
- Banking
In this module, you'll get a quick overview of the Continia Banking solution, including an introduction to its key benefits and main features. You'll also find guidance on arranging the installation and activation of the solution, as well as information about available support resources.
Set up the basics of Continia Banking
- 17 min.
- Module
- 6 Units
- Banking
Learn about the assisted setup guides designed to help you configure the essentials of Continia Banking, including bank account details and recipient payment information.
Customize Banking Export
- 28 min.
- Module
- 7 Units
- Banking
Banking Export handles the processing of payment suggestions and the export of payments to the bank for execution. In this module, you'll learn about the essential export settings and options for customization.
Process payments from the payment journal
- 21 min.
- Module
- 5 Units
- Banking
The Continia Banking payment journal provides you with a complete overview of all your payments. In this journal, you can manage all bank accounts, all currencies, and payments for vendors, customers, and employees in one place.
Process payments with Advanced Payment Suggestion
- 14 min.
- Module
- 6 Units
- Banking
If you enable Advanced Payment Suggestions you'll gain more flexibility in adjusting specific invoice lines in a payment suggestion. This is especially helpful when summarizing multiple payment suggestion lines for a single vendor into one payment.
Apply approval workflows in the payment process
- 21 min.
- Module
- 7 Units
- Banking
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 manage approval requests.
Strengthen security with Bank Account Verification
- 13 min.
- Module
- 5 Units
- Banking
The Bank Account Verification feature, included in the Security module, helps you increase the security of your payment processes considerably. You can monitor the verification status of bank accounts and track the updates made to account details to help identify any suspicious activities or discrepancies in the account.
Reconciliation: From import to posting
- 32 min.
- Module
- 7 Units
- Banking
In this module, you'll learn about the import and reconciliation process. You'll see how to adjust the pre-configured import settings to fit your company's needs, and how to perform reconciliation in two different ways.
Use CSV Ports to import third party statement files
- 18 min.
- Module
- 5 Units
- Banking
The CSV Ports functionality allows you to establish a seamless connection between Business Central and external sources, enabling you to import customer payment files directly into the Payment Reconciliation Journal.
