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Bankfeed Manual
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Contents
Bankfeed Manual
6 Articles
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How to get started?
To start using Bankfeed, follow these easy steps: Install the Bankfeed app into your Dynamics 365 Business Central. Assign Permission Sets to Bankfeed users. Create an account and connect bank accounts using the Assisted Se...
Updated on : 22 May 2024
Document and Account Recognition setup
In this manual chapter, we will introduce you to Bankfeed recognition rules and setup. First, there is a list of recognition used in order of priorities: Document Number Recognition Document number recognition is a top priority in Bankf...
Updated on : 22 May 2024
Detailed Description of Bankfeed Setup
As you already know almost all set up is done using Assisted setup, but in case you need more advanced set up, or to change something in this manual part you will find detailed description of Bankfeed' s set up pages. Integration Setup (Bankfeed) ...
Updated on : 24 May 2024
How does Bankfeed work in BC?
To understand Bankfeed's processes and way of working in Microsoft Dynamics 365 Business Central here is a simplified diagram. This flowchart describes the 6 main steps in the process of processing bank statements, from the upload of the file ...
Updated on : 24 May 2024
How to...?.
In this manual chapter we will put all most frequently questions we get from our clients on how to…? How can i Reconnect the Bank account? If you had connected your bank accounts before and they were disconnected, you need to reconnect it. Follow...
Updated on : 24 May 2024
How to export vendor payments?
In this charper we will explain how to export vendor payments file. Exported file must be uploaded to Bank manually. Important At the moment you can export payment file only for Barclays Bank (UK). How to prepare pa...
Updated on : 26 Jan 2024