Business Central

• Activate Bank Connect Users & Administrators

  To active your Bank Connect user credentials, you will receive an ...

• Install Bank Connect Extension

  Role Required: Business Central AdministratorBefore activating Ba...

• Assign Bank Connect User Permission Sets

  Assign Bank Connect User Permission Sets Role Required: Business C...

• Link Users & Accounts

  Role Required: Bank Connect AdministratorAfter activating Bank Co...

• Import Bank Data for Bank Account Reconciliations

  Required Permission Set in Business Central: KXA ACCOUNTANT PERM ...

• Import Bank Data for Payment Reconciliations Journal

  Required Permission Set in Business Central: KXA ACCOUNTANT PERM ...

• Current Day Reporting

  Current Day Reporting provides on-demand visibility to pending tra...

• Understanding Statement Import Dates

  Bank Connect automatically determines statement import date ranges...

• Submit Payments

  Role Required: Bank Connect Accountant (KXA ACCOUNTANT PERM)Bank ...

• Approving Payments

  Role Required: Bank Connect Accountant, Bank Connect Administrato...

• Understanding Entitlements

  Bank Connect delivers a fine-grained entitlements engine that defi...

• Add Vendor Details

  Role Required: Bank Connect AdminTo pay make bank payments to you...

• Create New Automated Import Job Queue

  Role Required: Business Central AdministratorBank Connect uses th...

• Manage Job Queue Errors

  Role Required: Business Central AdministratorBank Connect uses th...

• Manage Import Settings

  Bank Connect allows you to configure when bank statements are auto...

• Bank Connect Automation Settings

  Role Required: Bank Connect Administrator (KXA ACCOUNTANT PERM)Wh...

• Automated Email Notifications for Bank Connect

  OverviewThis document outlines how to set up and manage automated ...

• Upgrade Bank Connect App Version

  Role: Business Central AdminUsers will need to upgrade their Bank...

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• Bank Connect v. 1.55.640.0

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