How to configure a vendor for use with Xe in Microsoft Dynamics 365 F&O

Follow the steps below to configure a vendor for use with Xe in Microsoft Dynamics 365 F&O.

Watch the process or follow these steps:

1. In your Microsoft Dynamics 365 F&O instance, go to modules
2. In Modules, choose Accounts payable
3. Click All vendors
4. Choose the vendor you like to set up for Xe payments
5. Select the Industry category from the drop down menu
6. Select the Industry from the drop down menu
7. Choose the default Purpose of payment
8. If the Purpose of payment is 'Others', enter the Purpose of payment text
9. In the Addresses section, click Edit and complete the required address fields
10. In the Contact information section, click Add
11. Choose Type and enter the contact's email address
12. In the Payment section, make sure that the Method of payment is set as Xe
13. Now choose Bank accounts from the Set up section at the top of the page
14. In General update the bank account information (e.g. the vendor's bank account number, routing number, IBAN, as applicable for your vendor) 
15. Click Save

Watch how you configure a vendor for use with Xe in Microsoft Dynamics 365 F&O: