Set Up PayTrack 365

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This article explains how to set up the PayTrack 365 functionality in ERP system. The setup process includes configuring payment periods, assigning permissions, and setting up reporting preferences.

Prerequisites

Before you can use PayTrack 365, ensure you have:

• ERP system with the PayTrack 365 extension installed.
• Appropriate user permissions.
• Configured payment terms for vendors and customers.

Install the PayTrack 365 extension

1. Choose the icon, enter Extension Management, and then choose the related link.
2. On the Extension Management page, search for PayTrack 365.
3. Select the extension and choose Install.

Configure payment periods

Payment periods define the time ranges used for analyzing and reporting payment practices.

1. Choose the icon, enter Payment Periods, and then choose the related link.
2. On the Payment Periods page, choose New.
3. Fill in the following fields:
   • Code: Enter a unique identifier for the period
   • Days From: Enter the starting day number
   • Days To: Enter the ending day number
   • Description: Enter a descriptive name for the period

Tip

The system includes predefined payment periods based on your country/region. You can modify these or create additional periods as needed.

Default payment periods

The following standard periods are created automatically:

Code	Days From	Days To	Description
P0_30	0	30	0 to 30 days
P31_60	31	60	31 to 60 days
P61_90	61	90	61 to 90 days
P91_120	91	120	91 to 120 days
P121+	121	0	More than 121 days

Set up permissions

1. Choose the icon, enter Users, and then choose the related link.
2. Select the user you want to grant permissions to.
3. Choose Permission Sets.
4. Add one of the following permission sets:
   • Paym. Prac. Edit: Full access to create and modify payment practice data
   • Paym. Prac. Read: Read-only access to payment practice data

Configure reporting preferences

1. Choose the icon, enter Payment Practice Setup, and then choose the related link.
2. Fill in the following fields:
   • Default Aggregation Type: Choose how data should be aggregated by default
   • Default Header Type: Specify the default type for new reports
   • Enable Supply Chain Finance: Specify if supply chain finance options should be included
   • Enable Construction Reporting: Enable additional fields for construction industry reporting

Optional setup steps

Configure company size classifications

If you plan to aggregate data by company size:

1. Choose the icon, enter Company Sizes, and then choose the related link.
2. Create size classifications as needed (e.g., Small, Medium, Large).
3. Assign size codes to your vendors and customers.

Set up report layouts

1. Choose the icon, enter Report Layouts, and then choose the related link.
2. Configure the layouts for:
   • Payment Practice by Period
   • Payment Practice by Company Size
   • Custom report layouts as needed

Post-Setup Verification

After completing the setup:

1. Create a test payment practice header.
2. Generate a sample report.
3. Verify that all required data is captured correctly.
4. Check that permissions are working as expected.

Related information

PayTrack 365 Overview
Configure Payment Periods UK Reporting Requirements
Construction Sector Requirements