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.
Role Center Integration
NAVAX Payment consists of several actions that are grouped under NAVAX Payment:
