FAQs (Business Central)

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.

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.

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.



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:

Yes, you must manually update the plugin. We release new versions monthly with important fixes and improvements.

Follow these steps:

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.

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 for more information on adjusting your update time.

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.

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.

If an invoice is not showing up on the Pay Bills page, please check the following.

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.

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:

If all fields are present and the option is still missing, please contact support.

Navigate to Pay Invoices -> Payment History. Here you can view the status message and the Last Updated timestamp for every transaction.

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.

To have a memo transmitted with your payment, please fill in the Posting Description field on the Purchase Invoice.

To block payments for a vendor, you can navigate to the vendor record and select Blocked --> 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.

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.

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.

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.

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.

The plugin cannot auto-match bank statement lines against bank account general ledger entries.

You will need to select the dates of the transactions you want to import. Navigate to Bank -> Import Bank Statements -> Select your date range.