Automated Email Notifications for Bank Connect

Overview

This document outlines how to set up and manage automated email notifications in the Bank Connect Integration for Microsoft Dynamics 365 Business Central.

You’ll learn how to:

  • Configure the desired email account
  • Adjust automation settings
  • Verify that required job queues are running
  • Troubleshoot common issues related to automated email notifications

About Bank Connect Automated Email Notifications

Bank Statement and detailed transaction data for each Bank Connect-linked account is accessible in the native Business Central's user interface.

Bank Connect offers two types of automated email notifications:

  • Payment Approvals Notification
  • Completed Payments Notification

These notifications alert users when a payment is ready for approval or has been completed. Emails are sent to the address associated with each user’s Business Central account.

Available Emails

  1. Payment Approvals Notification
    • Trigger: Payment is submitted and needs to be reviewed and approved/rejected.
    • Distribution List: Linked Bank Connect users with approval entitlements for the submitted payment(s).
  2. Completed Payments Notification
    • Trigger: Payment(s) are moved to “Completed” status.
    • Distribution List: ERP users assigned the Bank Connect Admin permission (permission set = KXA ADMIN PERMISSION).

Set Up Desired Email Account

  1. Search for Email Accounts in Business Central.
    1.png

  2. Click Add an email account.2.png

    • Click Next.3.png
    • Select the Account Type you wish to use, then click Next.4.png
    • Follow the prompts to set up the selected Account Type.

  3. You must add scenarios to the newly added email address to ensure that this address is used for Bank Connect automated emails. To add scenarios, select the newly added email address from the Email Accounts page and click the Navigate tab then click Email Scenarios.

    7.png
    • Select the desired email address from the list and click Assign Scenarios.8.png
    • Select Bank Connect Payments Completed and/or Bank Connect Payments Initiated and click OK. Each email scenario will need to be selected one at a time.9.png
      • Bank Connect Payments Initiated = Payment Approvals Notification
      • Bank Connect Payments Completed = Completed Payments Notification

  4. You have successfully assigned the email scenarios when they show up on the right hand side of the selected email.11.png

Update Automation Settings

  1. Search for Bank Connect Setup.12.png

  2. Click the Show Automation Settings link.13.png

  3. Under Automatically Send Notifications, toggle the Payment Approvals and/or Completed Payments notifications to On.

    • When enabling each option, a pop-up will ask if you’d like to activate the Job Queue.14.png
      • Click Yes to open and start the job queue immediately, or No to do so later.
        Note: This step is required for automated emails to function.

Verify Job Queues

  1. Search for Job Queue Entries.15.png

  2. Locate the KXA Notification Runner Job Queue Entries.16.png

    • Koxa Payments Notifications Sending (PaymentsInitiated) = Payment Approvals Notification
    • Koxa Payments Notification Sending (PaymentsCompleted) = Completed Payments Notification

  3. Select the desired Job Queue and click Restart.17.png

    • The Job Queue Entry status will update to Ready.18.png

Helpful Tips

If emails are not sending or sending to unexpected recipients, follow the steps below to view the Bank Connect Payment Notification Entries table for troubleshooting.

  1. Search for Bank Connect Payment Notification Entries.19.png

  2. Each row represents an email that has been generated. Key fields include:20.png

    • Modified At - Date and time that the email was generated.
    • Entry No. - Identifier for this table that shows how many emails have been generated.
    • Status - Displays the status of the email. Statuses include:
      • Created - Email has been generated but no recipients have been defined yet.
      • Recipients Defined - Email has been generated and recipients have been defined.
      • Recipients Not Defined - Email has been generated and was not able to define recipients.
      • Notification Attempt Fail - Attempt to send failed once and will retry one more time
      • Processed - Email was successfully sent to defined recipients.
      • Fail - Attempt to send failed twice and will no longer attempt. This is the final state.
    • Payment ID - Unique identifier for the related payment.
    • Payment Status - Indicates email type.
      • Initiated = Payment Approvals Notification
      • Completed = Completed Payments Notification
    • Recipient emails - Recipients of the email.
    • Notification Batch - Link to batch details for the sent emails.

    NOTE: Each recipient receives a separate email. Notifications are not sent as a single email with multiple recipients.