FAQ (BC365)

unsupported extensions title reason workaround cbiz – sub entity transactions cbiz is a multi entity management tool that adds an extra dimension (the entity) when making a payment this restricts our plugin, which causes the payment validation to fail and the payment to fail to leave the journal we recommend clients using this to switch to binary stream’s mem support extensions mem (multi entity management) – binary stream note there are a few restrictions using this extension with fispan (no batch payments, disabled “write check ledger entries”, “disabled overwrite doc” no check payments) installation & connection common errors no payment journal template has been configured on company \[your company name] and al stack trace reason no payment journal has been configured if you have more than one company, they may also need the general payment journal template configured in that company too solution confirm there is a journal with the “general journal template” with the type of “payments” if not, please create this journal need admin approval error in the wizard reason you need to have admin approval to access authentication in bc365 solution a global azure administrator can approve this user's consent at the time of authentication to use the application in their azure directory settings you should also make sure microsoft azure admin is available whenever attempting to onboard the plugin error viewing certain tables or pages, such as “tabledata and permissions on tabledata vendor ledger entity modify” reason you need permission to view certain pages once the plugin has been installed solution your business central administrator needs to assign the following fispan permission sets to the user if you are only using bank feeds and are getting errors viewing certain tables, you may need access to all permissions \[bank] v3bf allows users to utilize bank feeds \[bank]v3core required for any user using the plugin \[bank] v3full allows users full access to the plugin \[bank] v3pb allows users to make payments through the pay bills page \[bank] v3pm allows users to access the payment methods page \[bank] v3rr allows users to view balances and transactions on the bank statements page issues loading and errors on the select company page of the wizard if you are experiencing errors, please be patient if the page still says "loading eligible companies " but the company you want to download the plugin in says it is not installed, it is loading if you experience an error, please double check the plugin has been downloaded please also try going back a step in the plugin and navigating forward again common questions "do i need to update my plugin or will it automatically update?" yes! please update your plugin regularly as we release fixes and improvements monthly to update your plugin, please search "api credentials" > click on the plugin > navigate to actions and click "download latest version" > click "yes" > search "extensions management" > select "upload extension" > upload the app file > toggle on accept > click "deploy" "who from my company is needed to help connect my business central environment with the plugin?" you will likely need help from your azure admin to connect to the plugin they can help provide the proper permissions required to access the plugin's pages payment common errors incorrect payment amount error if you see this error, check to see if your discounts and credit memos have been applied properly you may need to unapply and reapply any credit memos you may have attached if this issue persists, please reach out to our support team post an entry with an earlier posting date error if you see this error, check the date column of the plugin likely, it will be a date in the future since the plugin makes payments using today's date, it will not allow you to post the payments please update the invoice so that the post date is today or the previous day an open posted purchase invoice isn't showing up on the pay invoices page if an invoice is not showing up on the pay bills page, please confirm that the invoice was posted after this, if the invoice is posted, we recommend waiting a few minutes and refreshing the page if the issue persists, please reach out to our support team so we can re sync your invoice an invoice i do not want on the pay invoices page is showing up on it if there is a bill you do not want on the pay invoices page is showing up on it, hover over the bill you should then see a small garbage can this will delete the bill from the page but it will still stay in your business central environment! check is not showing up as a payment option for my vendors if check is not showing up as a payment option for your vendors, please confirm you have all fields filled out address, postal/zip code, state/province and country commonly, we see country missing please ensure that is included to process payments! if you have populated these fields and check is still not an option, please reach out to our support team common questions "how do i know the status of my payments?" you can view the status of your payments by doing the following navigate to pay invoices> click on the payment history tab you can then view the status message and the last updated date and time for the payment "the payment status of an invoice stays in 'processing' " the paid bill is still processing as payments can take between 3 4 business days processing differs by payment type some payment types don't get a confirmation back to say that the payment was successfully processed we have automation that sets the payment as completed after a certain number of days whenever the payment hits the bank, the status changes to processing, whether the customer has to approve the transaction at the bank level or not we don’t get a positive acknowledgment that the transaction is complete, some banks have a 4 business day period others have a 3 business days period after which the transaction is marked as successful in our system "what field must be filled in to send a memo to my vendors?" to have a memo transmitted with your payment, please fill in the posting description field on the purchase invoice "how can i block payments for a vendor?" to block payments for a vendor, you can navigate to the vendor record and select blocked > payments "how come i can't see the userid of users who submitted payments?" unfortunately based on limitations from microsoft, we cannot have the user who submits payments user id populate on payment entries instead, on the payment history page of the plugin, you can view the email of the user who submitted the payment this can be exported for your records and audit purposes "how do i know which payment method code is used when submitting payments?" the plugin will submit payments using the payment method code populated on the vendor record or it will leave it blank if there is no code pre selected "for multi entities, can the company name be unique per bank account?" yes contact your bank, and ask them to enter a unique "account holder name" for each bank account using the details you provide if there is an entry in the account details > account holder name field, this name will appear on vendor payments, otherwise it will default to the "account label" (i e , company name) for example, if the umbrella company is acme holdings, the name on the payments would appear as coming from acme north or acme south, etc based on the bank account used for the payment bank feeds common errors the data exch column def does not exist identification fields and values data exch def code reason wrong configuration on the data exch definition solution under the search bar, type data exch definition choose the code, scroll towards the column definitions and recheck the columns entered in this example, recheck on ‘6’ once confirmed, scroll to line definitions under manage, select field mapping, and match column ‘6’ to its data exchange code the file that you are trying to import is different from the specified bank statement import actual value "not settled" reason we do not support using the current date in your import solution please change the import date range to the prior day and try again common questions "does the plugin auto match reconciliation in business central?" the plugin cannot auto match bank statement lines against bank account general ledger entries "can the plugin automatically update the transactions in the recon module?" you will need to select the dates of the transactions you want to import navigate to "bank" > click "import bank statements" > select your date range