Manual Setups for Continia Banking
In addition to the assisted setup guides, Continia Banking offers Manual Setup pages that allow you to configure Continia Banking according to your specific requirements. You can access the setups on the Continia Banking Setup page, through a direct search using the 
icon, or on the dedicated pages.
Note
Manual setups are optional. Most configurations are set up by default, and completing the assisted setups will ensure everything is ready to go.
The available manual setup options related to import include:
- Search rules - set up how to map texts from bank transactions to identify customer, employees, vendors, or G/L accounts.
- Bank transaction code rules - configure how to identify account types in bank transactions.
- ISO bank transaction codes - set up codes to identify different types of ISO bank transactions.
- Proprietary bank transaction codes - set up codes to identify different types of proprietary bank transactions.
- Related party rules - set up how to map bank account numbers from bank transactions to identify customers, employees, or vendors.
The available manual setups related to export include:
- Payment balance account setup - configure default bank account per account, currency, and dimension.
- Bank closing day - configure on which day there will be banking holidays.
- Payment suggestion template - configure payment suggestion templates.
- Payment posting setup - configure how to assign account that will be used in posting.