If the user has the right permissions and an ERPconfig API is used, Payment methods can be maintained via ‘Setup’ → ‘Financial setup’ → ‘Payment methods’.
Add and edit
Via the add icon, it is possible to add a Payment methods manually.
In addition, it is possible to edit or adjust the Payment methods. Using the button will save the adjustment.
Via Excel upload
Using the download icon, the Excel template can be downloaded. This can be used to add a whole new set of Payment methods, or to modify existing Payment methods by overwriting the data.
In the Excel, the fields have to be filled in according to the downloaded format. It is not possible to modify the columns, column names (titles), and order, this will cause an error during the upload. This functionality makes it possible to support different Payment methods. At last, via the upload icon, the file can be uploaded.
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