Sandbox Checklist (Business Central)

if you're testing the plugin in a sandbox environment, it's recommended to test a variety of scenarios this will help you confirm that your setup is properly supported and functioning as expected scenarios to test below is a list of scenarios you may wish to test confirm plugin setup after completing the installation wizard, navigate to the plugin and open the bank statement page expected outcome all matched bank accounts should display on this page, complete with mock account balances and transactions configure vendors navigate to the payment method tab within the plugin and select a vendor any existing vendor email, address, or bank account information will automatically sync into the plugin if data is missing, select add bank account within the plugin and fill in test bank account details (we recommend adding a routing number and account number to perform a test ach payment) alternatively, you can add this information to the native vendor bank account card in business central, which will sync over after a few moments expected outcome ensure at least one vendor has ach information stored on their bank account record to successfully make a test payment create a purchase invoice create and populate a standard purchase invoice in business central the extension fully supports discounts and credit memos once complete, post the purchase invoice expected outcome the posted purchase invoice should be immediately available within the payment journal, ready to be paid via the extension make an ach payment to initiate the payment, select the plugin in the header and choose pay invoices all posted purchase invoices will load on this page locate and select the invoice you created earlier using the checkbox after confirming a payment method is selected, click add to payment run and confirm the payment expected outcome the payment submission result will appear under the payment history sub tab additionally, the ledger will show that a payment has been created and applied to the posted purchase invoice, successfully closing the transaction trigger a failed payment create a purchase invoice for exactly $1,991 00 then, navigate to the pay bills page and process the payment through the extension expected outcome payments of this specific amount will be marked as failed shortly after submission although a payment will be initially created and applied to the invoice, it will then be automatically voided, resulting in the bill being made available for a new payment attempt