Business Central allows users to select different "roles". These roles have different navigation menu options for users, highlighting different modules dependent on the role. Currently, these are the roles which show the plugin in the navigation bar:  

 icon from anywhere in Business Central. Next, click on 

Select a role from the list below. After you have selected, click 

Your Business Central environment will now refresh. 

You will now see the navigation bar change to your newly selected role. You will also see the plugin available for this selected role. 

Mapping Bank Accounts (BC365)

Supported Roles (BC365)

Test

BusinessDays

YourBank

MyBank

Applying Credit Memos (BC365)

Applying Discounts (BC365)

Batching Ledger Entries (BC365)

Creating Purchase Invoices (BC365)

Voiding & Repaying Bills (BC365)

Writing Check Numbers to General Ledger (BC365)

Paying Invoices (BC365)

Commerce Bank

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Employee Expense Reports (NetSuite)

Remittance Advice (NetSuite)

Features

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Troubleshooting

Sandbox Checklist (NetSuite)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

Netsuite

Pre-Onboarding Checklist (Intacct) (cloned)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Plugin Setup

Remittance Advice (BC365)

FAQ (BC365)

Sandbox Checklist (BC365)

Release Notes (BC365)

Business Central 365

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication

Re-Authentication (QBO)

Payments

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

Xero

Approval Portal

Failed Payment Notifications

ACH Requirements

Payment Requirements

Feature Requests

Contact Us