Role Center Actions for Banking

365 business Banking adds a Banking group with the daily tasks and the setup to the Accountant and Business Manager role centers.

Business Value

The Banking pages can be opened without using search. Users who reconcile and make payments every day open the journals directly from the role center. New users see in one overview which Banking pages are available.

Feature Description

Both role centers provide the same actions:

• In the action bar, the Banking group with Pmt. Reconciliation Journals, Payment Journals, Cash Receipt Journals, SEPA Payment Import and REMADV Import.
• In the navigation menu, before Cash Management, the Banking group with the same pages and Bank Accounts.
• Inside it, the Setup subgroup, including Banking Setup, EBICS Participants and Payment Suggestion Templates.

Details: Role center actions for banking