Sending and managing payments through Yapily

Once a bank account is onboarded through Yapily, you can send payments directly from Business Central. This article describes how to send a payment and how to revoke Yapily Connect consent if you no longer want to use the connection.

For setup instructions, see Onboarding through Yapily.

To send a payment with Yapily

Yapily supports single payments, bulk payments, and mixed batches.

1. Search () for and select Payment Journal.
2. Open the relevant journal.
3. Select Prepare > Suggest Vendor Payments.
4. Select a payment line, then select Bank > Export Payments.
5. On the Payments page, select a payment and select Authenticate Payment.
6. On first use, you're informed of the connection to Yapily Connect. Select Don't show this again if desired.
7. Log in to your bank and select the accounts.
8. Select OK to confirm the payment. It disappears from the list, and the payment journal line is updated to Sent.

To revoke Yapily Connect consent

You can revoke your Yapily token at any time.

1. Search () for and select Banks.
2. Select the relevant bank.
3. On the action bar, select Connection > Revoke Token.
4. Select OK to confirm.