Amcbanking

Installing the AMC Banking 365 BC extension

Please follow below installation guide to install the AMC Banking 365 BC extension.

 should automatically open to assist you with:

If the Quick Guide does not appear, please follow the steps below to run it manually:

AMC Banking 365 BC - Quick guide

 page in your Microsoft Dynamics 365 Business Central environment.

For more detailed information, please visit the online manual of Microsoft Learn for “Install and uninstall extensions (apps) in Business Central”.

Bcv27-0-Bc-Gb

This guide provides step-by-step instructions for uninstalling the previous AMC Banking Business extension and the AMC Banking Fundamental extension.

AMC Banking 365 BC - Uninstall old extension

If you encounter any issues, please contact support for further assistance.

This guide provides step-by-step instructions on how to install the AMC Banking 365 BC extension in your Microsoft Dynamics 365 Business Central. It includes a link to the Microsoft AppSource page, as well as detailed instructions on how to navigate and complete the installation process. By following this guide, you can easily install the AMC Banking 365 BC extension and start using its features to support your financial needs.

AMC Banking 365 BC - Installation

The quick guide helps you set up the basic data needed for AMC Banking. 

You can either follow the AMC Banking quick guide steps one by one or jump directly to the specific data you need to configure. AMC Banking recommends going through the steps from top to bottom, as the next steps might require setup data from the previous steps.

 it indicates that the step requires attention due to missing data.

, it indicates that the necessary setup data for that step is complete and ready to proceed.

You can access the quick guide by navigating to 

AMC Banking > Administration > Quick Guide

, or by using the search function and entering 

The quick guide contains the following steps:

This step is only visible if a previous AMC Banking extension exists and data upgrade is required.

, the AMC Banking 365 BC extension will automatically register if the 

 extension are already installed in your Business Central environment.

In this case, the Quick Guide will indicate that a 

This must be completed as the first step before proceeding with the other setup steps

This ensures a smooth transition to the new and improved 

The registration process is required to enable the use of the AMC Banking 365 BC extension within a Microsoft Dynamics 365 Business Central Production environment.

In a Microsoft Dynamics 365 Business Central Sandbox environment, you are not required to register to use the AMC Banking 365 BC extension. You can utilize it as a demo version to explore and try out its functionality without any obligation. 

The demo version provides access to key features, allowing users to evaluate the extension before committing to full registration. However, certain advanced functionalities may be limited or disabled in the demo mode. To unlock the full capabilities of AMC Banking 365 BC in a production environment, completing the registration process is required.  The registration process involves submitting your license information. Once registered, all features will be fully accessible, ensuring seamless integration and optimal performance within your Business Central environment.

The registration process will provide step-by-step guidance throughout.

This guide provides step-by-step instructions on how to register for AMC Banking 365 BC. It includes a link to the registration page, as well as detailed instructions on how to navigate and complete the registration process. By following this guide, you can easily register for AMC Banking 365 BC and start using its features for your financial needs.

AMC Banking 365 BC - How to register

The assisted setup must be run after installing the AMC Banking 365 BC extension, when the extension is updated with new features or hotfixes or when setting AMC Banking in a new entity.

The assisted setup ensures that essential data, including the service URL, bank list, and payment methods, is up to date. It facilitates the configuration of the basic data required for the AMC Banking 365 BC extension.

This quick guide provides step-by-step instructions on how to register and set up AMC Banking 365 BC extension. It covers everything from registration to bank account and vendor setup, making it easy for users to navigate and get started with the software.

AMC Banking 365 BC - Assisted setup

Setting up one or more banks is an essential requirement for effectively utilizing AMC Banking. These banks are later connected to your bank accounts to facilitate seamless transactions and account management.

AMC Banking 365 BC - Bank setup

By setting up the appropriate bank accounts in the system, users can effortlessly manage their financial transactions, including making payments, receiving funds, and reconciling statements.

AMC Banking 365 BC - Bank account setup

When you're setting up vendors, it's important to make sure you have all the right basic information. You also need to check that the vendor has a proper bank account. You'll need to collect their banking details, like the IBAN/Bank account number etc. This step is crucial to make sure you can process payments to the vendor smoothly and secure.

AMC Banking 365 BC - Installation

Installing the AMC Banking 365 BC extension

Run quick guide after installation

Uninstall old AMC Banking extensions