Post-Onboarding Checklist (BC365)

you are almost ready to use the plugin there are a few additional steps that are required in order to use the product at its full potential follow this flow to make sure you are not missing anything! for sandbox users, feel free to skip the steps that may not apply to your use case we strongly recommend following the sandbox checklist (bc365) docid\ vbo70oefm6pvghppch5qr 1\ permissions to ensure users can view and utilize the plugin, an administrator must grant them permission you can follow step 13 add user permissions (bc365) docid 0j94azlelq3eudvmneozc to enable permissions 2\ import vendor bank account data if you do not already store your vendors' bank account data within business central, you will have to add it to make payments updating vendor payment methods via csv (bc365) docid\ ziszgoap6ntgsyixawi7b will walk you through how to successfully mass import data into business central via the plugin in sandbox, we recommend testing the import functionality with a few bank accounts to make test payments before trying this in production 3\ set a default payment method and source bank account you can also set up a default payment method for each vendor you can always change this, but this allows you to initiate payments quickly 4\ configure bank feeds the next step is to configure bank feeds the enabling bank feeds (bc365) docid\ qusmsqcqh7ghb4tv3lk3e guide will walk you through how to configure the feeds to improve your reconciliation process 5\ 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!