Overview of Setting up Continia Banking
At the installation of Continia Banking, the solution includes standard configurations for most payment-related business processes. The most important functionality will be configured in the mandatory Continia Banking assisted setup guides. These configurations you can later change to suit the needs of your company.
For a detailed walkthrough of how to set up the basics for Continia Banking, follow the Quick Guide to Setting Up Continia Banking.
| To | See |
|---|---|
| Set up the general business functions, such as running the various assisted setups. | Setting up general business functionality |
| Prepare your set up for working with Continia Banking | Checklist for setting up Continia Banking |
| See a quick overview of the steps involved in setting up Continia Banking | Quick guide |
| Set up the bank accounts and define how to use these with the functionality of Continia Banking. | Setting up bank accounts |
| Set up or update the payment information in your company, such as defining how vendor payments must be managed and processed by Continia Banking. | Setting up recipient payment information |
| Define payment notification methods, and set up email notifications. | Setting up remittance information |
| Configure the rules and values, such as defining how to manage bank account reconciliations. | Setting up search rules |
| Set up Payment Approval and manage the approval requests. | Setting up payment approval workflows |
| Learn more about using job queues in Continia Banking | Using job queues to schedule tasks |