AMC Banking 365 BC - Quick guide

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.

If a step is displayed in red italics, it indicates that the step requires attention due to missing data.

If a step is displayed in green, 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 "AMC Quick Guide"

The quick guide contains the following steps:

DATA UPGRADE IS REQUIRED

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

When opening the Quick Guide, the AMC Banking 365 BC extension will automatically register if the AMC Banking 365 Fundamentals extension and/or the AMC Banking 365 Business extension are already installed in your Business Central environment.

In this case, the Quick Guide will indicate that a “DATA UPGRADE IS REQUIRED.”
This must be completed as the first step before proceeding with the other setup steps
of the new AMC Banking 365 BC extension.

This ensures a smooth transition to the new and improved AMC Banking extension.

Please note that security-related data (such as passwords) will not be copied for safety reasons,
and must be reentered in the new AMC Banking extension.

1. Register:

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.

2. Assisted setup:

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.

3. Bank 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.

4. Bank account 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.

5. Vendor/Vendor 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.