Assisted setup

Learn more about the assisted set up

When Pryme AP Automation app is installed, the Assisted Setup will start automatically. If the Assisted Setup doesn’t start automatically, or to run the Assisted Setup at later point after installation, click the 🔎 icon, search for “Assisted Setup,” and select the related link. In the “install extensions to add features and integrations” section, click Setup Pryme AP Automation.

The Assisted Setup will guide through the following steps:

  1. Company and Contact Information
    Confirm or input company details and contact information. The details are retrieved from the Company Information page in Business Central.

  2. Password Setup
    Click on the link to create a password for your account. The password must meet the following criteria:

    • At least 8 characters long.
    • At least one lowercase letter.
    • At least one special character.
    • The same password must be entered in all three fields.
  3. Complete the Setup
    Click Next to process the information and finalize the registration. Once this step is done, your OCR email address will be shown and sent to the contact person via email. You will also be prompted to test the connection to ensure it was successful.