The first step in this process is to set up the vendor's bank account. Once you've done this you're ready to configure the vendor to pay with Xe. Here's how the process works. 

1. Set up the vendor's bank account

1. Choose Vendors
2. Click Bank Account
3. Click +New
4. In the Vendor Bank Account Card, complete the following fields in the General section
   • Code
   • Name
   • Address
   • Address 2
   • City
   • State
   • ZIP Code
   • Country/Region Code
   • Currency Code
   • Bank Code
   • Bank Branch No.
   • Bank Account No.
   • Transit No.
5. Depending on the region of your bank, you may also need to provide the SWIFT and IBAN in the Transfer section

2. Configure the vendor to pay with Xe in Microsoft Dynamics 365 Business Central

1. Choose Vendor

2. On the Vendors page, choose +New.

3. On the Select a template for a new vendor page, choose the template that you want to use for the new vendor card.

   • Click the OK button. A new vendor card will open and some fields will be filled with information from the template.

4. Update the fields on the vendor card:

   • In the Address & Contact section, you'll need to complete all address fields, including Address 2 and the Country/Region Code

   • In the Payment section, you'll need to complete the Preferred Bank Account Code 
   • In the Xe Payment Settings section, you'll need to complete: 

     • The Purpose of payment for that specific vendor. The Purpose of payment text field will populate automatically.

     • The Industry category field

     • The Industry subcategory field