If the user has the right permissions and an ERPconfig API is used, Payment methods can be maintained via 'Setup' → 'Financial setup' → 'Journal types'.
Add and edit
Via the add button, it is possible to add a Journal types manually.
In addition, it is possible to edit or adjust the Journal types. 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 Journal types, or to modify existing Journal types 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 Journal types. At last, via the upload icon, the file can be uploaded.