Action Board

Action Board was designed with simplicity in mind. The configuration process is straightforward, allowing you to get started quickly. The steps to getting started building payment batches in Action Board are:

• Create your first Build ID
• Create your first Process Template
  

Build IDs

The backbone of your payment processes, Build IDs define criteria on selecting purchase invoices to pay. Establish parameters such as date ranges, vendor ranges, and dollar amounts to create the specific payment batch(es) you need.

Process Templates

The Process Template defines how you are going to pay your purchase invoices selected by linked Build IDs. Select the payment attributes and Build IDs you wish to include in each template. You can insert multiple Build IDs from various companies, enabling easy cross-company payment processing.

Begin using Action Board

Once your Build IDs and Process Templates are established, you are ready to build payment batches using Action Board. There’s no need to create them all at once, you can add more to your catalog as necessary.

*If there is trouble using Action Board, you may need to establish permission sets for each user. Review your Business Central permissions.

Creating your Build IDs and Process Templates is the first step to creating payment batches in Action Board; posting batches in Action Board requires no additional configuration.