Role Center Actions for Banking
365 business Banking adds the Banking pages to the Accountant and Business Manager role centers. You reach your daily work directly from the role center, without using the search.
No customization required
The actions ship with the app and are available automatically after installation. You do not have to customize the role center.
Action bar
The action bar of the role center contains a Banking group with the tasks needed daily:
| Action | Target |
|---|---|
| Pmt. Reconciliation Journals | List of payment reconciliation journals |
| Payment Journals | Journal batches of the payment journals |
| Cash Receipt Journals | Journal batches of the cash receipt journals |
| SEPA Payment Import | List of SEPA payment imports |
Navigation menu
In the navigation menu you find a Banking group before Cash Management:
- Bank Accounts
- Pmt. Reconciliation Journals
- Payment Journals
- Cash Receipt Journals
- SEPA Payment Import
Setup subgroup
The Banking group contains a Setup subgroup with all setup pages:
- Banking User Setup
- General Ledger Setup
- Payment Application Settings
- Payment Application Rules
- Payment Suggestion Templates
Good to know
Payment Journals and Cash Receipt Journals each open the journal batches of the journal type – not a single journal. You select the journal you want there.
Permissions
The SEPA Payment Import action is only shown when you have the required permission for the payment import.