• Initial ABR Setup

Initial ABR Setup

<ABR Home Page/Setup Check List Link>

The ABR Setup Check List will guide you through the simple initial setup of Nolan Automated Bank Rec.

Connection Details

Type your Tenant and Environment Name here.  If you are unsure what these are, please refer to this <help article>.  

Clicking Authenticate will automatically setup the connection.

Connect to Business Central

Clicking the “Connect to ERP” button will let the system setup everything else that Nolan ABR and Business Central need to communicate together.

Download Banks

This section will grab all the banks from business central and ensure they are linked and setup correctly within ABR

Opening Position

This will open the “Opening Position” page.  Please <read this guide> for further help with this.

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