Business Functionality
Note
This is a reference example created by Docs4Apps to showcase the structure, depth, and Microsoft-aligned writing style we apply to documentation projects for ERP extensions. While the app itself is a demo, the documentation is based on real-world use cases and resembles what we deliver to actual customers.
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The pages follow the same structure and layout used by Microsoft Learn and are powered by DocFX, hosted on a secure environment, and built through a DevOps pipeline — the same process we apply in client projects. The content demonstrates how business functionality, compliance, setup, and user onboarding topics are structured in a full documentation set. Want to see a real example? Let’s talk — we’ll walk you through how we turn ISV apps into fully documented, market-ready offerings.
PayTrack 365 provides functionality for managing and reporting on PayTrack 365 in businesses. The functionality focuses on regulatory compliance, vendor payment management, and industry-specific requirements such as construction retention payments. The solution integrates with the ERP system to offer comprehensive payment practices monitoring and reporting capabilities.
PayTrack 365 includes standard configurations for most business processes, but you can change the configuration to suit your business needs. From your Role Center, you can access assisted setup guides that help you configure certain scenarios and add features to PayTrack 365. Several areas of business functionality must be set up manually. The PayTrack 365 walkthroughs help you take the first steps towards making PayTrack 365 your own. Learn more at Setting up PayTrack 365.
| To | Go to |
|---|---|
| Configure standard and custom payment periods for vendors and customers, including industry-specific payment terms. | Configure Payment Periods |
| Generate comprehensive payment practice reports for regulatory compliance and internal analysis. | Generate Payment Reports |
| View, analyze, and print payment practice reports for management review and submission to authorities. | View and Print Reports |
| Gain insights into your organization's payment performance and identify areas for improvement. | Understand Payment Data |
| Customize payment practice reporting to match your organization's specific requirements and industry needs. | Customize PayTrack 365 |
| Manage the process for handling disputed invoices in compliance with regulatory requirements. | Handle Disputed Invoices |
| Set up and track supply chain finance programs and their impact on payment practice reporting. | Supply Chain Finance |
| Implement streamlined processes for setting up accurate payment periods according to vendor agreements. | Process Payment Period Setup |
| Automate the generation of payment practice reports on schedule or on demand. | Process Report Generation |
| Analyze payment patterns and metrics to improve cash flow management and supplier relationships. | Process Payment Analysis |
| Establish efficient processes for resolving payment disputes and maintaining accurate records. | Process Dispute Resolution |
| Monitor late payments and implement proactive measures to improve payment timeliness. | Process Late Payment Monitoring |
| Set up reporting workflows to ensure compliance with UK regulations and international requirements. | Process Compliance Reporting |
| Configure and report on construction sector specific requirements including retention payments. | Construction Payment Practices |
| Implement retail sector payment practices in accordance with industry standards and requirements. | Retail Payment Practices |
| Set up manufacturing sector payment workflows and reporting systems. | Manufacturing Payment Practices |
Related information
PayTrack 365 Overview
UK Reporting Requirements
ESG and Payment Practices
Available Walkthroughs
FAQ
Help and Support