import { Callout } from "zudoku/ui/Callout";

# 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.

<Callout type="info" title="No customization required">
The actions ship with the app and are available automatically after installation. You do not have to customize the role center.
</Callout>

## 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 |

{/* TODO Screenshot: /assets/images/365-business-banking/role-center-banking-group.en-US.png — Accountant role center with the Banking action group */}

## 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**

<Callout type="tip" title="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.
</Callout>

<Callout type="note" title="Permissions">
The **SEPA Payment Import** action is only shown when you have the required permission for the payment import.
</Callout>

## See also

- [Bank Account Reconciliation](bank-reconciliation.mdx)
- [Payment Journal](payment-journal.mdx)
- [Cash Receipt Journal](cash-receipt-journal.mdx)
- [Role Center Actions for Banking](features/details/role-center-actions.mdx)