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. Review all items in this guide to ensure 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 14: 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 guide Updating 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 the setup is complete, we recommend performing test payments across all your commonly used payment rails. Testing is the best way to familiarize yourself with the plugin's features and ensure you know how to utilize it efficiently for all scenarios.

If you run into any issues during testing, please be sure to take screenshots! Screenshots help us quickly and effectively assist you with troubleshooting.