Continia Banking icon

Get started using Continia Banking

  • 2 h. 42 min.
  • Learning Path
  • 9 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.

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Modules in this learning path

Course introduction icon

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.

icon_basic setup

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.

icon_Customize banking export

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.

icon_Process payments from the payment journal

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.

icon_ Process payments from the payment suggetions page

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.

icon_Use approvals in the payment process

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.

icon Strengthen security with bank account verification

Strengthen security with Bank Account Verification

  • 14 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.

Manage installment payment plans icon

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.