Continia Banking Setup
When Continia Banking is installed, the solution includes standard configurations for most payment-related processes. The core setup is handled through the mandatory assisted setup guides, which provide default configurations that you can later adjust to fit your company’s specific needs.
Before you start, make sure to review the Checklist for setting up 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.
For a detailed walkthrough of setting up the basics, refer to the Quickstart Guide to Setting Up Continia Banking. This guide walks you through all the essential steps to get started.
Important setups include Setting up bank accounts, Setting up recipient payment information, Setting up remittance information, Setting up search rules, Setting up payment approval workflows.
To automate recurring tasks, see Using job queues to schedule tasks for guidance on leveraging job queues within Continia Banking.
When paying vendors in foreign currencies, exchange rates in the file sent from Business Central may differ from the rates applied by the bank. See Managing exchange rate adjustments for guidance.