Table of Contents

PayTrack 365 Documentation

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.

Tip

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 is a comprehensive solution for managing, monitoring, and reporting on payment behavior within your organization. Designed to integrate seamlessly with ERP system, this functionality enables businesses to track payment periods, generate compliance reports, and analyze payment performance across vendors, customers, and sectors.

PayTrack 365 overview

PayTrack 365 overview

With increasing regulatory scrutiny on payment practices worldwide, particularly in markets like the UK, this solution helps businesses maintain compliance while optimizing cash flow management. The functionality addresses critical business challenges related to payment transparency, regulatory compliance, and supplier relationship management. It provides tools for configuring payment periods, handling disputed invoices, managing supply chain finance programs, and generating comprehensive reports for both regulatory submission and internal analysis. Industry-specific features cater to unique requirements in construction, retail, and manufacturing sectors, including specialized handling for construction retention payments and sector-specific reporting obligations.

PayTrack 365 helps organizations transform their approach to payment management from a purely administrative function to a strategic business process. By providing visibility into payment patterns and performance metrics, it enables finance teams to identify improvement opportunities, strengthen supplier relationships, and demonstrate commitment to fair payment practices. The solution supports Environmental, Social, and Governance (ESG) integration, allowing businesses to align payment practices with broader sustainability goals and enhance their reputation as responsible trading partners.

You can find the core documentation areas in the next sections.

Get started

  1. Begin with PayTrack 365 Overview for core concepts.
  2. Review Setting up PayTrack 365 for implementation.
  3. Explore UK Reporting Requirements for compliance.
  4. Check Process Payment Analysis for operations.
Important

If you're new to the PayTrack 365 documentation, begin with the PayTrack 365 Overview to familiarize yourself with the core concepts and features.

Setup and configuration

Learn about initial setup and configuration:

Regulatory requirements

Access compliance and regulatory guidance:

Operations management

Explore operational procedures:

Industry solutions

Review industry-specific guidance:

Caution

You may find it useful to use the Glossary before diving into the details of this documentation for PayTrack 365.

Additional resources

Edit this page