DYNAMO PAY Online-Help
Introduction
This online help is specifically designed for DYNAMO PAY Cash Management for Microsoft Dynamics 365 Business Central.
It is intended to support you in learning how to use the functions of the modules. It provides you with the necessary knowledge to correctly enter the required setup and master data and gives you important tips and practical advice for using the application.
In order to be able to use the online help in a meaningful way, you need to have knowledge in Business Central, especially in the area of Financial Management.
License Configuration
The following Payment Editions are available for DYNAMO PAY Cash Management: Essential, Standard, Professional and Enterprise.
If you have ordered DYNAMO PAY Cash Management in Microsoft AppSource and installed it in your Business Central, then you can test the app 30 days for free. During this time, please contact us so that we can assist you in choosing the appropriate Payment edition. Please feel free to send us an email at dynamo@akquinet.de or call us at +49 431 7170 455.
Initial Setup
For the initial setup we provide a Configuration Package which can be downloaded from Continia PartnerZone. The ZIP archive contains a RapidStart file, which you have to extract prior to importing.
The RapidStart file with the configuration package contains data for the initial setup, which you can later modify and extend for your purposes. For the import, use the standard process available in the Business Central by selecting the Import Package in the overview of Configuration packages, then select the imported package and then the Apply Package.
It contains:
- Countries/Regions (Bank SWIFT Code, IBAN length, etc.)
- Payment Source codes
- No. Series for Mandates, Payment files, Advices, etc.
- Payment methods, Direction codes, etc.
- Transaction Codes
- List of services and list of goods for Z4 declarations
- Payments setup
After this initial setup, there are further setup steps. Here you are supported by the DYNAMO Setup Wizards.
We provide you with the following wizards:
- Set up preferred bank accounts
- Set up SEPA Credit Transfers
- Set up SEPA Direct Debits
- Set up direct debit mandates
- Set up Bank Branch numbers
- Set up Bank statement processing
- Set up foreign payments
DYNAMO Rollencenter
We have provided you with the DYNAMO Accountant Role Center so that you have quick and easy access to all the functions of DYNAMO PAY Payments.
You activate the Role Center in the My Settings page.
See also
Setting up preferred bank accounts
Setting up SEPA Credit Transfers
Setting up Bank Branch Numbers