Imported Payment Workflow

Modified on Fri, 13 Oct, 2023 at 12:16 PM

Quadient AP's Imported Payment Workflow allows you to create payments in your ERP and pay them through our platform. Continue reading below to find out more about this feature, or contact your Customer Success Manager to discuss your specific needs.


ERPs Supported

The Imported Payment Workflow is supported by most Quadient AP integrated ERPs. For the following ERPs, the Import Payment Workflow is the only workflow available. 

  • Sage 50 CA
  • Dynamics GP
  • Rent Manager
  • Jonas Club
  • Jonas Premier
  • NorthStar


How to use the Imported Payment Workflow 

Create the payment in your ERP 

Create the payment in your accounting system, entering the required information to ensure the payment will sync to Quadient AP. This setup is unique for each customer and will be covered by your Customer Success Manager.


Sync the payment to Quadient AP

Payments that meet the Imported Payment Workflow criteria sync into Quadient AP as ERPBeanPayments. 


Code the payment and submit it for approval 

Code the payment details to the payment. Depending on your ERP, you may have more options than those pictured below. Changes can not be made to the payment line items. Once the coding is complete, submit the payment for approval. 


Release the payment 

Once the payment is fully approved, it can be released to the payment provider. In the Releases tab, select the payment and click Release payment.

Archive the payment

Once the payment is in Paid status, it can be archived in Quadient AP. Unlike the ERP Integrated Payment workflow, the payment is not exported back to your ERP as the data is already there. Select the payment you want to archive, and click Archive. Archived payments move to Completed status in the Archived tab. 


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