Please request that your Microsoft Administrator apply this role prior to proceeding. You will be unable to complete the installation without this role.

The Business Central version can be found by selecting the (?) icon in the top right when logged in. Select "Help & Support" found under the "Other Resources" section. 

In the prompt that appears, scroll to find the "Troubleshooting" section and observe the Platform Version. For example, 

 describes a system on Major Version 21. 

Multiple extensions or scheduled jobs that make a large amount of API calls may conflict with the plugin. This is because Microsoft limits the number of API calls that can be made from a singular user in a specific time range. Testing in sandbox with all extensions and scheduled jobs running is highly recommended to ensure full compatibility. 

Credit memos can not be applied at the time of payment. To have credits appear at the time of payment, please apply the Credit Memo through the Vendor Ledger entries or using the Applies to Doc No. Method to the Posted Purchase Invoice before making the payment. 

The plugin does not currently meet the Azure Government Cloud requirements as it is not hosted on Azure.

The plugin currently only supports payments to Posted Purchase Invoices. Other payments such as Customer Refunds, Employee Expenses are not supported. 

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Pre-Onboarding Checklist (BC365)

Step 1: Invitation Email (BC365)

Step 2: Register & Login (BC365)

Step 3: Select ERP (BC365)

Step 4: Overview (BC365)

Step 5: Permissions (BC365)

Step 6: Download Plugin

Step 7: Install .app (BC365)

Step 8: Allow HttpClient Requests (BC365)

Step 9: Authentication (BC365)

Step 10: Select Environment and Company (BC365)

Step 11: Connection Check (BC365)

Step 12: Account Matching (BC365)

Step 13: Add User Permissions (BC365)

Installation

Post-Onboarding Checklist (BC365)

Reauthentication (BC365)

Updating Vendor Payment Methods Via CSV (BC365)

Setting Up Multi-Entity Management (BC365)

Setting Up Multi-Factor Authentication (BC365)

Updating the Plugin (BC365)

Approval Limitations (BC365)

Mapping Bank Accounts (BC365)

Uninstalling the Plugin (BC365)

Supported Roles (BC365)

Configuration

Plugin Setup

Paying Invoices (BC365)

Payment Methods (BC365)

Vendor Payables

Viewing Bank Statements (BC365)

Enabling Bank Feeds (BC365)

Adding Accounts to Bank Feeds (BC365)

Using Bank Feeds (BC365)

Information Reporting

Untitled

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Microsoft Dynamics 365 Business Central

BusinessDays

YourBank

MyBank

Santander

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Temp

Paying Bills (NetSuite)

Bill Payments (NetSuite)

Features

FAQ (NetSuite)

Managing Security Tokens (NetSuite

NACHA 2021 FAQ (NetSuite)

Failed Bills (NetSuite)

Sandbox Checklist

Release Notes (NetSuite)

Entity Bank Details Release Notes

Oracle Netsuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Sandbox Checklist (Intacct)

Release Notes (Intacct)

FAQ (Intacct)

Troubleshooting

Sage Intacct

Bank Feeds (Sage 100)

Adding Accounts to Bank Feeds (Sage 100)

Release Notes (Sage 100)

Sage 100

ACH Requirements

Payment Requirements

Contact Us

Support