Icon_ Course Get started in Payment Management

Get started using Payment Management

  • 2 h. 55 min.
  • Learning Path
  • 6 Modules
  • Payment Management

Are you interested in Payment Management, but don't know where to start? This learning path takes you through all the basic setup and features in Payment Management.

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 go through the modules in this learning path. Everything you need is there. However, if you'd like to follow along on your own device as you progress through the modules, you'll need to install Payment Management, for which PartnerZone user ID and password are required.


Start

Modules in this learning path

Icon_install and activate

Install and activate Payment Management in Business Central online

  • 25 min.
  • Module
  • 7 Units
  • Payment Management

Do you want to try, explore, and evaluate Payment Management? In this module, you’ll learn how to install a free Payment Management 365 trial on your Microsoft Dynamics 365 Business Central tenant, and how to activate the solution. Additionally, this module goes through two assisted setup guides for Payment Management that’ll help you with the basic setup.


Icon_Customize PM

Customize Payment Management

  • 49 min.
  • Module
  • 10 Units
  • 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.

Icon_Process Payments

Process payments in Payment Management

  • 30 min.
  • Module
  • 7 Units
  • Payment Management

Eager to learn more about how to work with payments in Payment Management? We'll now go through the process of creating an invoice with built-in functionality, such as payment validation, to creating the payment suggestion, and sending it to the bank via direct bank communication.

Icon_Statement Intelligence

The Statement Intelligence functionality

  • 41 min.
  • Module
  • 10 Units
  • Payment Management

Complete your bookkeeping with the Statement Intelligence functionality that includes automatic document match, settlement of combined payments, and automatic creation of payment journals. With the advanced bank account reconciliation functionality, you get a 100% match on vendor payments.

Follow this walkthrough to see how Statement Intelligence can ease the reconciliation process with built-in features and an easy setup of reconciliation rules.

Icon_reconciliation process

The reconciliation process in Payment Management

  • 28 min.
  • Module
  • 7 Units
  • Payment Management

Now, based on all the setup in the previous modules, you'll see how easy the bank account reconciliation process can be.

Assessment icon_cogwheel in head

Assessment: Get started using Payment Management

  • 13 min.
  • Payment Management

Get your Payment Management certificate!