Changelog for Payment Management Docs
This article lists all relevant changes to Docs for Continia Payment Management, covering both new and updated articles.
Note
For more information about the changes in the Payment Management application, see the Detailed Changelogs for Continia Payment Management article.
July 2024
| Article | Description |
|---|---|
| Supported banks in the United Kingdom | We have updated the bank articles to accurately reflect the payment types supported by Yapily. |
May 2024
| Article | Description |
|---|---|
| Preparing direct communication through Yapily | This new article describes how to prepare for direct communication with your UK bank through Yapily by granting the necessary permissions. |
April 2024
| Article | Description |
|---|---|
| Onboarding Handelsbanken GlobalOn-Line with Direct Communication | Updated the article to clarify the different phases involved in setting up the connection with Handelsbanken GlobalOn-Line. |
| Enabling bank account verification | Updated the article to describe the new settings for (dis)allowing users to approve their own changes to the bank account information. |
| Suggesting and processing payments | Updated the article to describe the usage of the 6216364 CPM Post Payment Journal job queue. |
March 2024
| Article | Description |
|---|---|
| United Kingdom | Updated the UK article to reflect the ability to support bank communication via Yapily. |
| Onboarding Yapily with direct communication | Added an article to describe how to integrate with your United Kingdom-based bank via Yapily. |
| The Payment Management fields on the customer card | New article that describes the Payment Management-specific fields on the customer card and how to benefit from them. |
| Setting up payment identification search rules | New article that describes how you can enhance matching capabilities using Payment Identification Search rules. |
February 2024
| Article | Description |
|---|---|
| The Payment Management Setup page | New article that describes the fields and functions of the Payment Management Setup page. |
January 2024
| Article | Description |
|---|---|
| The Netherlands and PM | New article that describes the version recommendations, solution limitations, and known issues for using Payment Management in relation to banks in the Netherlands. |
| Eika Alliance | New article that explains the steps to connect to Eika Alliance banks. |
December 2023
| Article | Description |
|---|---|
| OP Corporate bank | New article that explains the steps to connect to OP Corporate Bank. |
| Comparison of Features in Different Versions of Payment Management | A new article has been created which lists all the available features across different versions. |
November 2023
| Article | Description |
|---|---|
| Setting up search exception rules | New article on bank account reconciliation introduces new functionality to exclude matching based on specific words. |
| Migrating Continia Payment Management from Dynamics 365 Business Central On-Premises to Cloud | Added a section about migrating bank certificates. When migrating to Microsoft Business Central in the cloud, bank certificates don't transfer automatically. |
| Onboarding ABN AMRO with direct communication | Article update to describe in detail how to prepare for establishing the connection with ABN AMRO. |
October 2023
| Article | Description |
|---|---|
| Migrating Continia Payment Management from Dynamics 365 Business Central On-Premises to Cloud | There is a new article available that provides instructions on how to migrate from Continia Payment Management in Microsoft Dynamics NAV/Business Central on-premises to the cloud. |
| Suggesting and processing employee payments | Added a section for employee payments. |
| Suggesting and Processing Payments | The article has been extended to provide a clearer description of the payment suggestion process. |
September 2023
| Article | Description |
|---|---|
| Bank Account Verification | New article that describes how to enable bank account verification to enhance the security of Payment Management processes. |
| Nordea US | New article about how to connect with Nordea US. |
| Setting up Payment Approval Workflows | Addition to the existing article to describe the All up to limit option. |
August 2023
| Article | Description |
|---|---|
| NetsEasy | New article about the Payment Service Provider integration feature for NetsEasy and how to send payment data between NetsEasy and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from NetsEasy invoices. |
| Onboarding ABN AMRO to use Direct Communication | Added section on how to prepare your ABN AMRO setup for direct communication. |
July 2023
| Article | Description |
|---|---|
| Add dimensions to bank account reconciliation rules | Addition to Setting up Bank Account Reconciliation Rules article about the functionality to include dimensions on bank account reconciliation rules. |
June 2023
| Article | Description |
|---|---|
| Worldline | New article about the Payment Service Provider integration feature for Worldline and how to send payment data between Worldline and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from Worldline invoices. |
| Matching ledger entries with PSP payments | New article that describes how to enable the matching of ledger entries with payment lines imported from a Payment Service Provider. |
May 2023
| Article | Description |
|---|---|
| Setting up G accounts | New article that describes how to set up the G account fields. |
April 2023
| Article | Description |
|---|---|
| Creating an OCR reference for Bank Girot | New article that describes how you can set up the OCR type for Bankgirot. |
| Adding detailed expense information to the payment journal | New article about how you can benefit from working with both Payment Management and Expense Management. |
March 2023
| Article | Description |
|---|---|
| Using job queues to schedule tasks | New article about the default Payment Management default job queue codeunits available. |
| Onboarding Rabobank to use Direct Communication | Added section on how to prepare your Rabobank setup for direct communication. |
| Continia Notifications | New article about how Continia Notifications inform you about relevant updates via notifications directly in Business Central. |
February 2023
| Article | Description |
|---|---|
| Adyen | New article about the Payment Service Provider integration feature for Adyen and how to send payment data between Adyen and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from Adyen invoices. |
| Mollie | New article about the Payment Service Provider integration feature for Mollie and how to send payment data between Mollie and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from Mollie invoices. |
| Using the Payment Management fields on the vendor card | New article that lists the Payment Management-specific fields on the vendor card. |
January 2023
| Article | Description |
|---|---|
| Onboarding Rabobank to use Direct Communication | New article about how to set up direct communication for Rabobank using direct integration. |
| Payment Service Providers | Overview article about how to use Continia Payment Management to establish integrated communication between Business Central and payment service providers. |
| Adding a Payment Service Provider | New article about how to add an agreement for a preset Payment Service Provider. |
| Importing Payment Service Provider payments | New article about how to import payments from payment service providers (PSPs) by using PSP agreements to set up the bank account and the rules for import. |
| Amazon | New article about the Payment Service Provider integration feature for Amazon and how to send payment data between Amazon and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from Amazon invoices. |
| bol.com | New article about the Payment Service Provider integration feature for bol.com and how to send payment data between Amazon and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from bol.com invoices. |
| Klarna | New article about the Payment Service Provider integration feature for Klarna and how to send payment data between Amazon and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from Klarna invoices. |
| PayPal | New article about the Payment Service Provider integration feature for PayPal and how to send payment data between Amazon and Microsoft Dynamics 365 Business Central. Includes the default rules that separate the fees and other charges from PayPal invoices. |
| Sparebanken Sør | New article about Sparebanken Sør. |
| Onboarding Sparebanken Sør with Direct Communication | New article about how to set up direct communication for Sparebanken Sør. |
| Sparebanken Møre | New article about Sparebanken Møre. |
| Onboarding Sparebanken Møre with Direct Communication | New article about how to set up direct communication for Sparebanken Møre. |
| Bank Export Data | Added record type description. |
| Starting Bank Account Reconciliation | New article about how to prepare for bank account reconciliation. |
| Preparing your setup for Payment Management | New article with a checklist to help you prepare your setup to make working with Payment Management easier. |
December 2022
| Article | Description |
|---|---|
| Setting up Direct Debit | Updated to list the requirements for using direct debit and added information about adding the mandate ID to the customer card to facilitate adding invoices automatically. |
| Working with Direct Debit collections | Updated to describe how to export direct debit files and how to use reversal rules. |
| Defining Tolerance for Reconciliation Suggestions | New article about how to set up a tolerance for reconciliation suggestions to widen the search for ledger entries, and improve matching and suggestion possibilities. |
November 2022
| Article | Description |
|---|---|
| Automatic Payments | New article about how to post purchase documents for automatic payment methods directly to the vendor. |
| Undoing a Bank Account Reconciliation | New article about how to undo a reconciliation posted from the bank account card. |
| Reimbursing Customers and Paying Credit Memos | New article about how to directly suggest and validate reimbursement payments and credit memos in the payment journal. |
October 2022
| Article | Description |
|---|---|
| Using Split Characters | New article about how to use the Split Characters field to split a string into chunks that Statement Intelligence can use for recognizing entries. |
| Setting up Payment Approval | New article about the payment approval workflow feature. |
| Creating Payment Approval Workflows | New article about how to add an approval workflow for payments. |
| Editing Payment Approval Workflows | New article about how to edit an approval workflow for payments. |
| Setting up Customer Statements | New article about adding a payment reference to the customer statement. |
| Setting up Payment Management Mapping | New article about how to map the payment methods between Document Capture and Payment Management. |
| Change in product name | 365 has been removed from the Payment Management product name. Documentation, App name, and other related materials have been updated accordingly. |
| Assisted Setups for Payment Management | Updated to reflect the updates to the assisted setup guides: The Payment Approval Setup guide has been added and the Payment Management Setup and Payment Method Setup assisted guides have been removed. |
| Quick Guide - Setting up Payment Management | Updated to reflect the updates to the assisted setup guides: The Payment Approval Setup guide has been added and the Payment Management Setup and Payment Method Setup assisted guides have been removed. |
September 2022
| Article | Description |
|---|---|
| Bank integration overview | The articles under the bank integration section have been updated with clearer instructions on how to set up each bank with direct or manual communication, and links to detailed step-by-step procedures. |
| Setting up Customer Statements | New article in the section Setting up Customer Payments of how to print customer statements with a payment reference, allowing customers to pay multiple invoices using a single payment reference. |
| Business Functionality | Updated to include the Direct Debit module and the Payment Approval module. |
| Setting up Payment Approval | New section with three articles about how to set up and edit Payment Approval, and manage the approval requests. |
| Payment Management Permissions | Updated the article with the new CPM365 APPRADMIN permission set that users must have to set up and edit payment approval workflows. |
August
| Article | Description |
|---|---|
| License and Granules for Payment Management | Updated to include the granule for Continia Payment Management Payment Approval and Direct Debit. |
| Setting up validation of purchase journals | New article that describes the details of purchase journals validation, and how to set it up. |
June
| Article | Description |
|---|---|
| Overview of Payment Journals | New article that gives you an overview of all the articles on Docs related to setting up and using Payment Management-enabled payment journals. |
| Overview of Reconciling Bank Accounts | New overview article with information about all the articles on Docs related to bank account reconciliation. |
| Defining Sender Reference | Updated the article to include that the default sender reference template code has been changed to be the first 16 digits of the transaction ID. |
| Managing Cash Discounts | Updated the article with a note about a new check box Payment Discount Applied on the journal line, that will tell you if a payment discount has been applied to a payment. |
| Managing the Import of Bank Account Statements | The procedure "To define import file format for account statements" has been removed because it is no longer required to define the import file format on the bank account card. |
| Setting up Direct Debit Collections and Grouping Entries | New separate article that describes how to set up direct debit collections and how to group the direct debit collection entries. |
| Setting up Direct Debit | Updated the article to include how to set up direct debit reversal rules. |
May
| Article | Description |
|---|---|
| Payment Management Permissions | Updated the article with the new CPM365 BEXD ADMIN permission set. |
February
| Article | Description |
|---|---|
| Setting up Direct Debit | New article about how to set up and use Payment Management Direct Debit. |
January
| Article | Description |
|---|---|
| Sparebanken Vest | New bank card article for Sparebanken Vest with information with an overview of the supported bank communication types and file formats. |
| Handelsbanken (Nettbedrift) | New bank card article for Handelsbanken (Nettbedrift) with an overview of the supported bank communication types and file formats. |
| Onboarding Sparebanken Vest | New article that describes the process of setting up a Sparebanken Vest bank account to use Direct Communication. |
| Onboarding Handelsbanken (Nettbedrift) | New article that describes the process of setting up a Handelsbanken (Nettbedrift) bank account to use Direct Communication. |