Basic setup

Setup Pryme AP Automation

After installing Pryme AP Automation, you need to perform the following basic setup:

1. Choose the 🔎 icon, enter Pryme AP Automation Setup, and select the related link.

Enable Posting Date Change fast tab

To automatically set the Posting Date to match the Document Date when creating a purchase invoice:

• Toggle this option on to enable automatic synchronization of the Posting Date with the Document Date.
• If this option is toggled off, the Posting Date will default to today’s date, following the standard Business Central behavior.

Bank Details Validation fast tab

This functionality enables validation of IBAN, SWIFT, Bank Account No, Bank Branch No, on the Vendor card against an incoming document. If there is a mismatch, automatic creation of purchase documents will be blocked, and a warning will prompt manual correction. Users can override this warning and enable or disable the feature globally or on a vendor-specific basis.

If you toggle on the Default Bank Details Validation you will be prompted with a message asking if you want to apply the default values to all vendors. This will update the Vendor Cards to match the validation settings specified on the setup page.

You can decide which fields to validate when enabling the feature:

• IBAN
• SWIFT
• Back Account No
• Bank Branch No

Edge

This configuration allows users to open PDF files in the app automatically without downloading them first. Note that this is not a global setting and must be configured individually for each client.

1. Start Microsoft Edge.
2. Navigate to edge://settings/content/pdfDocuments.
3. Toggle off the switch for Always download PDF files.

If Edge still downloads the document:

1. Start Microsoft Edge.
2. Use the shortcut Ctrl+J or manually open the Downloads panel from the menu.
3. Right-click on one of the PDF files in the list.
4. Select Always open with system viewer.