Assisted Setups for the OPplus Smart Banking Configuration
The configuration of general business functionality of OPplus Smart Banking is necessary to be able to use the solution. OPplus Smart Banking comes with the following two assisted setups that are mandatory and must be completed before you can start using the solution:
- OPplus Smart Banking Assisted Setup
- Bank Account Setup
Note
Before you set up OPplus Smart Banking, you must ensure that the app has been activated in the company. When you open Business Central for the first time after installing OPplus Smart Banking, a notification asking you to activate the app will display in the Role Center. For more information about activating OPplus Smart Banking refer to the article Using Continia Solution Management (online).
To set up OPplus Smart Banking
This assisted setup of OPplus Smart Banking helps you set up the connection with the payment provider.
- Use the
icon and search for OPplus Smart Banking Assisted Setup Guide, then select the related link. - Fill in the relevant fields in each step of the guide. Hover over a field to read a short description.
- When the setup is complete, close the assisted setup by selecting Finish.
To set up bank accounts
Use the
icon and search for Bank Account Setup, then select the related link.In the bank account setup page you get an overview of all banks existing in Business Central and/or the payment provider. Hover over a field to read a short description.
By checking the field Link bank accounts you choose those banks you want to setup direct communication with.
You can also setup up new bank accounts by clicking New Bank Account.
Note
After selecting Finish you might be notified to download bank agreement documents.