Direct Banking
Provider Cobase wizard
- idyn | Support team
Setup wizard cobase
After a new Direct Banking installation the quickest way to get started is by running the Direct Banking Setup Wizard. You can start the wizard in the Ribbon of the Direct Banking Manger Role Centre. When using the Accountant Role centre start the “Setup & Exntensions” section and click Direct Banking Setup Wizard.
Click Next.
Enter your license key in the License Key field. Hit tab and check if the key you entered is valid.
Click Next.
Click Next.
Enter your Cobase credentials and activate your sandbox or production environment to connect to business central.
Cobase does not have an active sandbox environment. Working with the Cobase connector is only applicable if you have been in contact with Cobase for setting up your preferred account.
*Select Yes, to create a job queue entry to synchronize my accounts and import my transactions. The job queue BCB Scheduled Import runs only on the weekdays one time a day. (See Job Queue Entry).
Click Finish
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