Selecting a remittance information template

  • 10/12/2025
  • 3 minutter at læse

When processing many payment documents, including all necessary details in the payment file's reference texts can be challenging. Continia Banking automatically sets up default remittance information in the system, which is applied in the Banking Export Setup unless specified otherwise.

This article explains how to select or change the remittance information template in different locations. For information about adding a custom remittance information template, refer to the Adding a Remittance Information Template article.

To change remittance settings in Banking Export Setup

To set or change the default template used:

  1. Search (Search) for and select Banking Export Setup.
  2. Navigate to the Remittance FastTab to change the settings. For more information on the available fields, refer to the Configuring Export Settings article.

To change remittance settings in a Payment Suggestion Template

To select a template for a Payment Suggestion Template:

  1. Search (Search) for and select Payment Suggestion Templates.
  2. Navigate to the Remittance Information Template column.
  3. For more information on Payment Suggestion Templates, refer to the Setting up Payment Suggestion Templates article.

To change the remittance settings in the Payment Journal Setup

To select a template for a payment journal:

  1. Search (Search) for and select Payment Journals.
  2. Go to the Batch Name field, select the three dots, and on the General Journal Batches page, select a journal.
  3. On the action bar select Related > Payments > Other > Payment Journal Setup.
  4. Navigate to the Templates FastTab, and select the template in the Remittance Information section.

To change the remittance settings on the Suggest Payment request page

To select a template when suggestion payments:

  1. Search (Search) for and select Payment Journals.
  2. Go to the Batch Name field, select the three dots, and on the General Journal Batches page, select a journal.
  3. On the action bar, select Home > Suggest Vendor/Customer/Employee Payments.
  4. Navigate to the Text Templates section to find the Remittance Information Template. For more information on suggesting payments, refer to the Suggesting and processing payments article.