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Import ISO20022 credit transfer configuration

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This article explains how to import a vendor payment electronic reporting configuration by using Microsoft Dynamics 365 Finance.

Complete the steps in the following procedure to import a vendor payment electronic reporting configuration. The German ISO 20022 credit transfer format is used as an example. You can use these steps for other available electronic reporting formats.

The procedure uses the demo data company DEMF, but you can use any demo data company.

  1. In Dynamics 365 Finance, go to Organization administration > Workspaces > Electronic reporting.

  2. In the list of available configuration providers, select Microsoft.

  3. Select Set active.

  4. Select Repositories > Open.

  5. Select Show filters.

  6. In the Configuration name field, use the "begins with" filter operator, and enter a filter value of ISO20022 Credit transfer (DE). Alternatively, find the configuration in the list, select it, and then move it to the Import task.

  7. Select Import.

    Note

    If the Import button isn't available, you already imported the configuration.

  8. Select Yes.