Business functionality
Continia Banking is an extension for Microsoft Dynamics 365 Business Central that supports the secure and automated exchange of financial data between Business Central and external banks. It is designed to handle core financial operations such as importing bank statements, exporting payments, and automating reconciliation tasks.
Core concepts and capabilities
Explore the foundational concepts that support the use of Continia Banking in your organization:
Bank communication in Continia Banking - learn how Continia Banking facilitates secure and automated data exchange between your bank and Business Central. Understand the communication protocols, file formats, and integration methods used to support a wide variety of banking services.
Using field templates in Continia Banking - customize and manage templates that define how payment and reconciliation data is processed. Field templates provide flexibility in adapting Continia Banking to your specific business and regulatory requirements.
Managing the import of bank account statements - learn how Continia Banking's import procedure, how you can change the import settings and how to review and manage imported data.
The basics of account identification in Continia Banking - learn how Continia Banking's account matching process works.
Functional areas
Continia Banking is built around two core functional areas: Import and Export. Each area contains a range of features that support the automation and control of your financial operations.
Import overview - automate the processing of incoming bank data, such as statements and transactions. Learn about file import options, reconciliation processes, and rule-based automation, including search rules, split rules, and payment reference rules. You’ll also find guidance on working with different payment service providers, transaction ports, and direct debit returns.
Export overview - learn how to simplify your outbound payment processes. This section covers the setup and management of bank accounts, payment management, payment security, remittance formats, allocation rules, direct debits, and regulatory reporting.