Install Bank Connect Extension

Role Required: Business Central Administrator

Before activating Bank Connect, you will need to install Koxa Bank Connect app from the AppSource marketplace.

1. Go to the AppSource marketplace at AppSource.microsoft.com.

2. Search for the "Koxa Bank Connect" app and click Get it now.
   

3. Select the environment where you want to install the app and click on the Install button.
   

4. Select your primary language and click Install to continue the process.

5. A pop-up will appear to indicate that the extension is installing in progress.

   

6. Once the app is installed, you will see a confirmation message. Bank Connect Administrator can now proceed with Company Activation.
   

Role Required: Business Central Admin

Bank Connect installs with two user permission sets. Business Central administrators will need to assign Bank Connect permission sets to accounting & finance team users. Two roles have been installed with Bank Connect:

1. Go to the Users page and edit the user(s) needing a Bank Connect permssion set. 

2. Under User Permission Sets, select a new row in the Permission Set column and type KXA Admin Permission or KXA Accountant Perm.

   • Use the Permission Set Lookup table to select the Bank Connect permission.

   

   NOTE: Users must be given the permission set for each company where accounts are linked for Bank Connect services. 

Role Required: Bank Connect Administrator

Your Bank Connect Administrator may be someone different from your primary Business Central Administrator(s). Often Bank Connect Administrators are the primary relationship holder with the bank — a controller or senior finance executive — however, the Admin can be set up without payment approval access if your company prefers to assign a security or integration admin.

Activate Company

After installing Bank Connect, you'll need to activate your company.

1. Use the 🔎 search icon at the top of the workspace in Business Central and search for Bank Connect Setup.

2. On the Bank Connect Setup page, enter the Activation Key you received via email, and click on the Submit to Activate button.
   

3. Sign in with your Bank Connect Administrator credentials to authorize the connection to your bank.
   

4. Once signed in and connected to your bank, you will see Account Services & Entitlements. 
   

Link Bank Users

Note: The bank user linking step applies only to payment users. If your company is enrolled in Information Reporting only, you will only need to link enrolled bank accounts as part of your company activation. 

1. Navigate to Link Users & Accounts by clicking the dropdown next to Account Services & Entitlements.
   

2. The User Linking section shows your company's enrolled bank users in the left column, and the Employee dropdown list of Business Central users on the right.

3. Select the corresponding Business Central user from the Employee dropdown to link it with the bank user.

   • A single Business Central user can only be linked to one bank user.
   • You may choose to leave users unlinked — these users will not be able to use the approvals dashboard
   • "Disabled" users will not appear in the user linking section.

   

Link Bank Accounts

1. In the Account Linking section, you will see the list of enrolled bank accounts for your company.

2. From the Ledger Account dropdown, select the corresponding Business Central bank account to link it with the enrolled bank account.
   

   • A single Business Central ledger can only be linked to one bank account.
   • You may choose to leave accounts unlinked - these accounts will not be available for payments or bank statement data import.
   • "Blocked" accounts will not appear in the account linking dropdown.

3. Click Save User & Account Links button to save the changes.

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