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 docid\ ppnm ikqq52janwehnyhf grant permissions to ensure users can view and utilize the plugin, an administrator must grant them permission you can follow docid\ zgmjectpguizyrrhpnc8o 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 guide docid\ tmcxjjiwbfawx6ue7z1mr 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 docid\ siumxi3j8bkowzpb7z5u5 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!