FAQ (BC365)

extension compatibility this section outlines which business central extensions are compatible with the plugin unsupported extensions cbiz – sub entity transactions cbiz is a multi entity management tool that adds an extra dimension (the entity) when making a payment this restricts our plugin, which causes the payment validation to fail and the payment to fail to leave the journal we recommend switching to binary stream’s mem supported extensions mem (multi entity management) – binary stream while fully supported, please note the following restrictions and configuration requirements when using mem with this plugin batch processing is not currently available you must disable "write check ledger entries " you must disable "overwrite doc no " for check payments installation & plugin setup common errors below is a list of common errors encountered when going through the installation and setup steps for the plugin click on any error message to view the cause and the troubleshooting steps for a resolution "no payment journal template has been configured on company \[your company name] and al stack trace " this is a result of no payment journal template being configured if you have more than one company, they may also need the general payment journal template configured in that company solution confirm there is a journal with the “general journal template” and has the type of “payments” if not, please create this journal "need admin approval error in the wizard " you need to have admin approval to access authentication in business central solution a global azure administrator can approve this user's consent at the time of authentication to use the application in their azure directory settings you should also make sure the microsoft azure admin is available whenever attempting to onboard the plugin "error viewing certain tables or pages, such as 'tabledata and permissions on tabledata vendor ledger entity modify '" you need permission to view certain pages once the plugin has been installed solution your business central administrator needs to assign the following permission sets to the user if you are only using bank feeds and are getting errors viewing certain tables, you may need access to all permissions v3bf allows users to use bank feeds v3core required for any user using the plugin v3full allows users full access to the plugin v3pb allows users to make payments through the pay bills page v3pm allows users to access the payment methods page v3rr allows users to view balances and transactions on the bank statements page encountering issues loading and experiencing errors on the select company page of the installation wizard if the page displays "loading eligible companies ", please allow a moment for the process to complete even if the status temporarily shows "not installed," the system is likely still syncing if you encounter an error verify installation double check that the plugin is correctly installed in your environment refresh the step try navigating back to the previous screen and then clicking forward again to refresh the connection experiencing delays and issues with data (bills, vendors, etc) syncing from the native erp into the plugin the plugin relies on the native erp to inform us when updates, creations, or deletions occur to data within the plugin sometimes that delay can persist for up to 30 minutes if you have scheduled jobs that run in your erp system or batch create or update data objects like bills, this can contribute to the delay in data sync to the plugin if you experience persistent sync issues with data, please reach out to the support team with information about the data impacted (i e bills) and details on the delays seen common questions this list provides answers to common questions that arise during the installation process do i need to update my plugin, or will it automatically update? yes, you must manually update the plugin we release new versions monthly with important fixes and improvements follow these steps download go to api credentials > select the plugin > actions > download latest version install go to extension management > upload extension > select the new app file > accept > deploy who from my company is needed to help connect my business central environment with the plugin? you will need a user with azure admin permissions they are required to approve the specific permissions the plugin needs to operate within your environment how can i avoid compatibility issues during an erp update? to avoid compatibility issues, ensure your plugin is on the latest version before your erp system updates if needed, adjust your update timeframe until the plugin update is complete please see the linked guide https //learn microsoft com/en us/dynamics365/business central/dev itpro/administration/tenant admin center update management for more information on adjusting your update time accounts payable common errors below is a list of common errors encountered when using the accounts payable product in business central click on any error message to view the cause and immediate troubleshooting steps for a resolution "incorrect payment amount" this usually occurs when discounts or credit memos conflict with the payment amount solution check that all discounts and credit memos are applied correctly you may need to unapply and reapply any attached credit memos to resolve the mismatch if the issue persists, please contact support "post an entry with an earlier posting date" the invoice likely has a post date set in the future the plugin processes payments using today’s date, so it cannot settle an invoice that is technically not "posted" yet in the system timeline solution update the invoice so the post date is set to today or a past date an open posted purchase invoice isn't showing up on the pay invoices page if an invoice is not showing up on the pay bills page, please check the following confirm status verify that the invoice has been fully posted in business central sync delay if recently posted, wait a few minutes and refresh the page support if the invoice is definitely posted but still not appearing after a refresh, please reach out to our support team to manually re sync the invoice an invoice i don't want to pay is appearing on the pay invoices page if there is a bill you do not want on the pay invoices page is showing up on it, hover over the specific bill in the list click on the small garbage can icon that appears clicking this icon only removes the bill from the plugin view it does not delete the invoice from your business central environment check is not appearing as a payment option for a vendor this is almost always due to missing address data the plugin requires full address details to process a check go to the vendor card and ensure the following fields are populated address postal/zip code state/province country (this is the most commonly missed field) if all fields are present and the option is still missing, please contact support common questions this list provides answers to common questions that arise when using the accounts payable product in business central how do i know the status of my payments? navigate to pay invoices > payment history here you can view the status message and the last updated timestamp for every transaction why does the payment status of an invoice stay in processing? the bill is still processing because payments can take between 3 and 4 business days processing differs by payment type some payment types don't provide a confirmation that the payment was successfully processed, so we use automation to set the payment as completed after a certain number of days whenever the bank receives the payment, the status changes to processing , whether the customer has to approve the transaction at the bank level or not since we don’t get a confirmation that the transaction is complete, and some banks have a 3 or 4 business day settlement period, the transaction is marked as successful in our system only after this time has passed what field must be filled in to send a memo to my vendors? to have a memo transmitted with your payment, please fill in the posting description field on the purchase invoice how can i block payments for a vendor? to block payments for a vendor, you can navigate to the vendor record and select blocked > payments why can't i see the userid of users who submitted payments? unfortunately, due to limitations within business central, we cannot capture the submitting user's id on payment entries instead, you can view the user's email address on the plugin's payment history page this information is fully exportable for auditing how do i know which payment method code is used when submitting payments? the plugin will submit payments using the payment method code populated on the vendor record, or it will leave it blank if there is no code preselected for multi entities, can the company name be unique per bank account? yes first, contact your bank to ensure they have a unique account holder name registered for each of your bank accounts within the plugin, if you populate the account details > account holder name field, that specific name will appear on vendor payments if this field is left blank, the system will default to the account label (i e , the company name) example if your umbrella company is acme holdings, you can configure payments to appear as coming from acme north or acme south by assigning those specific names to the respective bank accounts bank feeds common errors below is a list of common errors encountered when using bank feeds click on any error message to view the cause and the troubleshooting steps for a resolution "the data exch column def does not exist identification fields and values data exch def code " the reason for this error is a configuration error in the data exchange definition solution search for "data exch definition" and open the relevant code scroll to column definitions to verify the column entries (specifically column 6 in this example) next, go to line definitions, select manage > field mapping , and ensure column 6 is correctly matched to its data exchange code "the file that you are trying to import is different from the specified bank statement import actual value 'not settled'" we do not support using the current date in your import solution please change the import date range to the prior day and try again common questions this list provides answers to common questions that arise when using the bank feeds product in business central does the plugin auto match reconciliation in business central? the plugin cannot auto match bank statement lines against bank account general ledger entries can the plugin automatically update the transactions in the reconciliation module? you will need to select the dates of the transactions you want to import navigate to bank > import bank statements > select your date range