General setup of Continia Banking

In Continia Banking, many essential settings come pre-configured to help you get started quickly. However, to ensure Continia Banking is set up accurately for your business, the Continia Banking Setup page is your starting point.

In the Setup Update Method field, you specify whether the bank system setup in Business Central should be updated manually or automatically.

• Automatic: If you choose Automatic, you set the Setup Update Time to schedule the automatic updates for a specific time each day and then Continia Banking makes sure the system is always up to date.
• Manual: If you choose Manual, you'll receive a notification when updates to the bank system is available, at which point you can choose to manually update it.

Additionally, from the Continia Banking Setup page, you can access all the manual setups and the assisted setup guides.

Manual Setup

The Manual Setup page gives you quick and easy access to all the setup pages in Continia Banking. If you can have trouble finding a specific setup page, simply navigate to it from the Continia Banking Setup page. You'll find setup pages, such as the Continia Solution Management page from where you manage your installed Continia solutions, or configuration pages for Banking Export and Banking Import.

In the following modules and units of this learning path, you'll get a further introduction to the most important setup pages.

Assisted Setup

The assisted setup guides assist you in configuring key elements of Continia Banking such as bank accounts and recipient payment information that are unique to your business.

• Set up Bank Accounts (required): Helps you set up the company bank accounts you want to use with Continia Banking. You’ll be guided through the setup of the bank communication method, such as direct communication, that you want to use with your bank.

• Set up Payment Balance Account (optional): Assists you with mapping currencies with balance accounts, ensuring that if no specific balance account is defined for a payment, the currency determines which balance account should be used.

• Set up Recipient Payment Information (optional but highly recommended): Guides you through setting up or updating the recipient information for vendor, customers, and employees to ensure that payments are validated and managed by Continia Banking.

• Set up Payment Approval (optional): Assists you in enabling bank account verification or approval workflows for a specific payment journal. To run this guide, you must enable the Security module.

In the following units, we'll go through how you can run the assisted guides to help you adjust the configuration correctly according to your business.