Adding Data Through Business Central Bank Accounts 

On installation, the plugin will do a sync of all bank accounts currently created. Addresses and emails will also be pulled on initial sync.

You can update your vendor bank accounts and create new bank accounts in the native Business Central process. It may take a few minutes to sync over, if you see a delay, please reach out to the support team. 

Business Central uses different terminology than you may be familiar with or what the Payment Requirement pages list. Here is how the fields are mapped:  

If you have multiple bank accounts imported from a vendor, they will all be labelled 

. To differentiate the accounts, you can rename them through the plugin. 

From anywhere in Business Central, you can navigate to the 

Click on the vendor you would like to modify the bank account for. 

Click on the eye icon beside the bank account. 

Configuring Grouped Payments (BC365)

Vendor Bank Account Card Sync (BC365)

BusinessDays

YourBank

MyBank

Viewing Bank Statements (BC365)

Santander

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Untitled

Temp

Paying Bills (NetSuite)

Bill Payments (NetSuite)

Information Reporting

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

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Payments (BC)

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Microsoft Dynamics 365 Business Central

Failed Payment Notifications

ACH Requirements

Payment Requirements

Contact Us

Support