1. Paystand Help Center
  2. Microsoft Dynamics 365 Business Central
  3. Getting Started

Guide to the Business Central Settings Form

Updated

The Business Central Settings Form is required for the Paystand Implementation team to complete your Integration with Business Central and it includes four sections:

Completing this form before your Kickoff call will ensure a smooth integration process between your Paystand and Business Central accounts. Please review the following for details on what's needed to complete the Business Central Settings Form.

User Access

  • Create a new user "implementationspaystand@[yourdomain]" of type ‘Member’ with your domain in Azure and confirm that this step has been completed.
  • Assign the ‘Application Administrator’ and ‘Dynamics 365 Administrator’ roles to this new user and confirm that this step has been completed.
  • Assign the Business Central license to the new user and, in Business Central, add the user to all the companies that require a Paystand integration in both your sandbox (if you have one) and production environments. Confirm that this step has been completed.
  • Assign the permissions listed below to the user in Business Central and confirm that this step has been completed:
    • AUTOMATE - EXEC
    • D365 BUS - FULL ACCESS
    • EDIT IN EXCEL - VIEW
    • ERC COMMON OBJECTS
    • ERC FDB SETUP
    • ERC FINANCIAL DSHBRD
    • ERC HAS SETUP
    • ERC HAS USER
    • ERC ISD PERMISSIONS
  • We'll need the user credentials you've created to log in to Azure and connect our app. Please share the new user credentials by clicking on the link below, adding the user and password to the text box, clicking ‘Send’, and then sending us the URL generated.
    https://share.paystand.mx/. Please share the link with your CSM.

Features

1) Do you have single or multiple companies? Single, Multiple, Undecided

If you are only operating a single business entity, select Single. If you are connecting Paystand to multiple business entities ("Subsidiaries"), select Multiple.

1a) If using Multiple entities, list all company names and their IDs for each subsidiary.

2) Which of the following documents are used in BC? Sales Invoices / Sales Orders / Sales Quotes

Please specify if anything else is used:

3) Will partial payments be allowed? Yes or No

4) List all mandatory global and shortcut dimensions for your documents, journals, and ledger entries. Also, provide the default values Paystand should use for each. Paystand will use these default values for the reconciliation process.

Operations & Access

7) Do you have a Sandbox environment? Yes, No

Provide Sandbox Admin Access for Paystand.

7a) Provide the email address used for Paystand Sandbox Admin Access.

7b) Confirm the email address used for Paystand Sandbox Admin Access.

8) Provide Production Admin Access for Paystand.

8a) Confirm the email address used for Paystand Production Admin Access.

9) Assign the user Business Central license and import the user to all companies that require the Paystand integration in any environments (sandbox and/or production).

  • On the search bar, type “aad” or “Azure Active Directory Applications” and create a new application.
  • Fill out the form using the following information:
    • Client ID: Application ID from the App Registration
    • Description: Paystand WebUser
    • State: Enabled
  • On the “Permission Set” section, search for and add the permission “PST_PSTPYMT”

Paystand needs an account on Azure with the following role:

  • Application Administrator
  • Dynamics 365 Administrator

Email Templates

9) Provide a sender’s first and last name to display in payment collection emails.

9a) For multiple companies, provide a sender’s first and last name to display in payment collection emails for every company.

10) Should email receipts be sent to customers each time a payment is made? Enable or Disable

11) Should email notifications be sent to your internal team? Enable or Disable

12) Provide an email address to receive internal notifications.

12a) For multiple companies, provide an email address and the corresponding company name for each company to receive internal notifications.

13) Which Business Central User will access tokens be assigned to? First, last name.

General Ledger Accounts

A unique General Ledger (GL) Account is required for every company to book payments. This GL Account will be linked to the bank account (PSCASH) created inside your Business Central environment where your funds will first land before we transfer them to your bank account. To create a G/L Account for your Bank account in MSD365BC, please use the following information:

  • Account Number: PSC 
  • Account Name: Paystand Cash Account
  • Income/Balance: Balance Sheet

Additionally, please provide the GL Accounts to record the following types of transactions:

  • GL Account for convenience fees: to record fees that the merchant charges the payer
  • GL account for incentives: to record discounts awarded as incentives to payers for using a specific type of payment method
  • GL Account for merchant fees: to record fees charged to the merchant by Paystand
  • GL account for refunds: to record refunds/write-offs
  • GL account for disputes: to record any disputes originated by payers

14) Enter a bank account to which we will deposit your funds. This must be a bank account with a posting group of type “Checking”.

14a) For multiple companies, enter each company’s name and its corresponding bank account to which we will deposit their funds. This must be a bank account with a posting group of type “Checking”.

15) Enter the adjustment account. This is typically an expense account that will be used to adjust unmatching amounts.

16) Will transaction fees be passed on to your customers?

16a) What fee % will be passed to your customer? Most Paystand clients use 3.2% covering 95% of fees.

16b) For multiple companies, enter each company name and the corresponding fee % that they will transfer to their customers. Most Paystand clients use 3.2% covering 95% of fees.

 

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