Configuring Payment Methods in Plur-e on Business Central

To set up payment methods for the Plur-e application in Business Central, follow these steps:

1. Setting Up the General Journal Template

• Go to the General Journal Template page in Business Central.
• Create a new template named Payments.
• After creating the template, create batches to represent the payment methods for the Plur-e application.

2. Creating General Journal Batches

• In the General Journal Template page, select the Payments template.

• Click on the Batches button at the top of the page to open the batch setup for this template.

• Create the necessary batches, filling in the following key fields:

  • Name: Specify the name of the batch.
  • Bal. Account Type: Set the type for the balancing account.
  • Bal. Account No.: Enter the account number for balancing.
  • Payment Method Code: Define the code for the payment method.

• After setting up and configuring these fields, access the Plur-e Dashboard and create the same payment methods. (Note: For more information, refer to the Plur-e Dashboard Manual).

Key Points

• The General Journal Template is where you create the "Payments" template.
• The General Journal Batches are where you configure the individual payment methods, including the name, balance account type, balance account number, and payment method code.
• The payment methods configured in Business Central need to be replicated in the Plur-e Dashboard for them to be available in the mobile application.

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