Role Center Actions for Banking
Business Value
The pages of 365 business Banking used to be reachable only through the search (Alt+Q). For users who work with payment reconciliation and payment processing every day this meant a detour on every switch – and new users had no way of seeing which pages were available at all.
With the role center actions for Banking, the Banking pages are anchored directly in the role center: in the action bar for daily access, and in the navigation menu as a complete overview including setup.
Feature Description
The actions are added to the Accountant and Business Manager role centers – identically in both.
Action bar
The action bar gains a Banking group with the tasks needed daily:
- Pmt. Reconciliation Journals
- Payment Journals
- Cash Receipt Journals
- SEPA Payment Import
Navigation menu
In the navigation menu a Banking group appears before Cash Management, containing:
- Bank Accounts
- Pmt. Reconciliation Journals
- Payment Journals
- Cash Receipt Journals
- SEPA Payment Import
It also contains the Setup subgroup:
- Banking User Setup
- General Ledger Setup
- Payment Application Settings
- Payment Application Rules
- Payment Suggestion Templates
Good to know
The Payment Journals and Cash Receipt Journals actions open the journal batches of the respective journal type, not a single journal. You therefore land directly in the selection of the batches you have set up.
Permissions
The SEPA Payment Import action is only shown when the user has the required permission for the payment import.
For more information, see Role Center Actions.