Customize Payment Management

52 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.

Learning objectives

By the end of this module, you will know:

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

Start

Prerequisites

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.