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 Role Center Integration

2025/04/09 • 2 min. to read

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NAVAX Payment is integrated into the Finance, Accountant and Accounting Manager role but can also be accessed from any role via the Search function. NAVAX Payment consists of several actions that are grouped under NAVAX Payment:

• Payment Journals and Cash Receipt Journals These actions guide you to the respective journals where you can export payment files (NAVAX Payment Exports) and/or match transactions from previously imported bank statements with entries in Business Central (NAVAX Payment Imports). For more information, see Tasks, Exports, Create Payment File. For more information, see Tasks, Imports, Applying Open Entries.
• Imports This action is available when NAVAX Payment Imports is installed and is used to import bank statements or transfer them to journals.
• Clearing Entries This action opens the overview of created payment files (NAVAX Payment Exports). For more information, see Archive, Exports, Clearing Entries.
• Administration This group contains the basic options for using NAVAX Payment.
  • Exports Setup The action opens the NAVAX Payment Exports Setup page where you can define the basic settings for using NAVAX Payment Exports. For more information, see Setup, Exports, Exports Setup.
  • Imports Setup The action opens the NAVAX Payment Imports Setup page where you can define the basic settings for using NAVAX Payment Imports. For more information, see Setup, Imports, Imports Setup.
  • Bank Account Setup With the action you define all necessary options on the bank accounts for using NAVAX Payment. For more information, see Setup, General, Bank Account Setup.
  • Pay with QR-Code The action opens the QR-Code Setup page where you can define the basic settings for using NAVAX Payment QR-Code. For more information, see Setup, General, Pay with QR Code.

Related information

• Setup, General, Bank Account Setup
  The NCP Bank Account Setup page is the central management interface for all bank accounts used in NAVAX Payment Processing. Here you enter and maintain all bank master data required for payment processing, exports, and imports in Microsoft Dynamics 365 Business Central...
• Setup, General, Pay with QR Code
  On this page, the general settings for NCP Pay with QR Code are defined. The setup provides the foundation for the later use of QR codes on documents and should therefore be completed before the feature is used for the first time...
• Setup, Exports, Exports Setup
  Before the NAVAX Payment Exports extension can be used, it must be set up...
• Setup, Imports, Imports Setup
  To make optimal use of the NAVAX Payment Import, a basic setup is required first. In the NCP Imports Setup window, you configure all central settings and specifications necessary for importing and further processing payment transaction data...
• Tasks, Exports, Create Payment File
  This chapter describes how to create a payment file. Typically, the payment file must then be manually downloaded to be uploaded into your banking software...
• Tasks, Imports, Applying Open Entries
  With the journals, you can efficiently reconcile and close open entries based on the imported data. NAVAX Payment Imports supports you with the automatic application suggestion, which determines the best possible match based on defined criteria...
• Archive, Exports, Clearing Entries
  The NCP Clearing Entries window shows the central history of all created payment files. Here you can review the status of each payment file and perform follow-up actions such as showing, exporting, voiding, printing, or sending it...