Setting up bank accounts
To fully use the features of Continia Banking, you must set up your company's bank accounts for Continia Banking through the assisted bank account setup. Continia Banking allows for both manual and direct communication between your banking systems and Business Central. Direct bank communication makes it easier to exchange data between Business Central and your bank. This eliminates the need for manual importing and exporting of bank files. The Direct Communication service automatically exchanges bank data using web services. However, not all banks support direct communication, so it depends on your bank whether this feature is available.
When you set up a bank account with Continia Banking, Continia Banking automatically creates a corresponding bank in Business Central, along with a bank system. When exporting and importing bank data, the bank system determines how to validate and handle it.
To activate and set up a bank account:
- Select Activate on the notification to activate the company.
- After activating, the Bank Account Setup wizard opens to guide you through the next steps. On the Bank Accounts Setup page, select the bank account that you want to set up for Banking. Alternatively, use the
icon and search for Assisted Setup. Scroll down to the Continia Banking section and select Set up bank accounts. - Go to the Communication type columns, select one of the following options, and select Next:
- Direct - select this option for automated communication between Business Central and your bank. This method ensures real-time integration without manual file handling.
- Manual - select this option if you prefer or require traditional file-based communication.
- Storage Account - select this option if your bank delivers files via cloud storage.
- Enter the IBAN and any other required bank information, then select Next. Use the details provided by your bank, as the specific information required may vary depending on the bank you are connecting to. For additional information about specific banks, refer to the documentation in the Banks section.
- If the bank is not supported, you can choose to receive email notifications about possible support in the future. Select Next.
- Select Finish. After you've set up the bank account, the status in the Bank Accounts overview will be set to Ready, and the bank account will be ready for use.