Adding Data Through Business Central Bank Accounts 

On installation, the plugin will do a sync of all bank accounts currently created. Addresses and emails will also be pulled on initial sync.

You can update your vendor bank accounts and create new bank accounts in the native Business Central process. It may take a few minutes to sync over, if you see a delay, please reach out to the support team. 

Business Central uses different terminology than you may be familiar with or what the Payment Requirement pages list. Here is how the fields are mapped:  

If you have multiple bank accounts imported from a vendor, they will all be labelled 

. To differentiate the accounts, you can rename them through the plugin. 

From anywhere in Business Central, you can navigate to the 

Click on the vendor you would like to modify the bank account for. 

Click on the eye icon beside the bank account. 

Vendor Bank Account Card Sync (BC365)

Configuring Grouped Payments and Remittance Advice (BC365)

Payment Methods (BC365)

Test

BusinessDays

YourBank

MyBank

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)

Payments 

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

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