NAVAX Payment is integrated into the Accountant role but can also be accessed from any role via the Search function.
Alternatively, the menu items can also be found via the ☰ symbol in the NAVAX Payment group.
NAVAX Payment consists of several areas:
Import
This action is available when NAVAX Payment Imports is installed and is used to import bank statements or transfer them to journals.
For more information, see Tasks, Imports, Import Payment File.
Cash Receipt Journals and Payment 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.
Vendors, Customers, and Employees
With these actions take you to the respective overviews.
Clearing Entries
This action opens the overview of created payment files (NAVAX Payment Exports).
For more information, see Archive, Exports, Clearing Entries.
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.
Setup, General, Bank Account Setup In the NCP Bank Account Setup window, all bank accounts required for payment processing with NAVAX Payment are stored and managed. Here, you can add new bank accounts, edit or remove existing accounts, and update important account details. The overview provides a clear and structured representation of all relevant bank information to make payment processing efficient and transparent...
Setup, Imports, Imports Setup Before NAVAX Payment Imports can be used, its basic functionality must be set up. In the window NCP Imports Setup the general settings and defaults are defined...
Role Center Integration
NAVAX Payment consists of several areas:
