D365 Business Central User Guide - CDR and Direct feeds

This user guide details how to install and configure ACSISS Connect for Microsoft Dynamics 365 Business Central, the bank data feed extension by SISS Data Services. This was written for app version 1.0.11198.0.

Required user permissions:

• The Business Central user installing ACSISS Connect must have the permission set “SUPER” (this must either not be company specific, or be applied to the company using ACSISS Connect)

• Business Central users or user groups that require any ACSISS Connect feature must have the permission set “SISS Bank Feeds”

It is recommended that the ACSISS Connect application is deployed into your production environment. However, if it has been installed in your sandbox or test environment, please note the impact at 13. Support and Troubleshooting, Business Central

• 1. Install ACSISS Connect (CDR)

• 2. Register with SISS Data Services (CDR)

• 3. License the ACSISS Service (CDR)

• 4. Give Consent for a Bank Feed

• 5. Map a connected bank account

• 6. Schedule your Transaction Imports using the Job Queue

• 7. Using Bank Transactions (ACSISS Bank Statements menu)

• 8. Manual data import to ACSISS Bank Statements

• 9. Import to Payment Reconciliation Journal

• 10. Import to Bank Account Reconciliations

• 11. Disconnect a Bank Feed (CDR)

• 12. Migrate a Direct Feed to a CDR Feed

• 13. Support and Troubleshooting, Business Central

• 14. Update to new version of ACSISS Connect