Customize PayTrack 365

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.

This article explains how to customize PayTrack 365 in ERP system to meet your specific business requirements.

Customization options

Basic settings

1. Choose the icon, enter Payment Practice Setup, and then choose the related link.

2. Configure basic options:

   • Default payment terms
   • Reporting periods
   • Aggregation methods
   • Analysis parameters

Advanced settings

1. Custom payment periods:

   • Create unique period definitions
   • Set industry-specific ranges
   • Define special categories

2. Analysis methods:

   • Custom aggregation types
   • Specialized metrics
   • Industry benchmarks

Custom report layouts

Creating custom layouts

1. Design report layouts:

   • Choose elements to include
   • Define formatting
   • Set data presentation

2. Configure layout options:

   • Header information
   • Data grouping
   • Visual elements

Custom calculations

1. Define custom formulas:

CustomMetric = (Value1 + Value2) / BaseValue * 100

2. Set up derived metrics:
   • Performance indicators
   • Risk assessments
   • Trend analysis

Industry-Specific Settings

Sector configuration.

Industry	Special Features	Custom Metrics
Construction	Retention tracking	Project-based timing
Retail	Seasonal analysis	Store-level metrics
Manufacturing	Supply chain timing	Production impact

Custom rules

1. Set up rules:

   • Industry standards
   • Compliance requirements
   • Internal policies

2. Define exceptions:

   • Special cases
   • Override conditions
   • Approval workflows

Related information

PayTrack 365 Overview
Configure Payment Periods
Generate Payment Practice Reports
Construction PayTrack 365