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 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 (Business Central).
1. Permissions
To ensure users can view and utilize the plugin, an administrator must grant them permission. You can follow Step 15: Add User Permissions 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 (Business Central) 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 (Business Central) 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!