Post-Onboarding Checklist (Business Central)

You are almost ready to use the plugin. There are a few additional steps that are required in order to use the product to its full potential. Follow this flow to make sure you are not missing anything!

NOTE: For Sandbox users, feel free to skip the steps that may not apply to your use case. We strongly recommend following the Sandbox Checklist (Business Central).

Grant Permissions

To ensure users can view and utilize the plugin, an administrator must grant them permission. You can follow Step 15: Add User Permissions to enable permissions.

Import Vendor Bank Account Data

If you do not currently store your vendors' bank account details in Business Central, you must add them to make payments. Use the guideUpdating Vendor Payment Methods Via CSV (Business Central) to walk through successfully importing data into Business Central using the plugin.

TIP: We recommend testing the import with a few bank accounts in Sandbox first before attempting this in Production.

Set the Default Payment Method

Setting a default payment method and source bank account for each vendor is optional but highly recommended. It enables you to initiate payments quickly, and you retain the flexibility to change them later.

Configure Bank Feeds

Configure Bank Feeds next to optimize your reconciliation process. Use the Enabling Bank Feeds (Business Central) guide to learn how to set up this feature.

Test the Plugin

Now that you are ready to make payments, we suggest you make payments with all commonly used payment rails. This will help you get familiar with the plugin and learn how to best utilize it.

If you run into any issues, be sure to take screenshots so we can assist you with troubleshooting!