Setup

The Xago Autopay Connector - Accounting Setup page controls how Autopay data is imported and converted into Business Central sales documents and journal entries: connection settings, customer creation rules, paid and unpaid invoice handling, automatic posting and the related mappings.

Connection

Field	What it does
Client ID	The Client ID provided by Autopay for API authentication. Masked.
Client Secret	The Client Secret provided by Autopay for API authentication. Masked.

Import

Field	What it does
Last Import From Date	Start of the most recent successful import. Read-only.
Last Import To Date	End of the last import period. Required; drives the next import window.
Import Adjustment (Seconds)	How many seconds before the end of the previous period the retrieval starts, to avoid missing late transactions.
Invoice Selection Fields	Which invoice data fields are considered during import and processing.
Use ANPR in Document No.	Include Automatic Number Plate Recognition data in generated document numbers.

Customers

Field	What it does
Use Client Company Number as Customer No.	Use the Autopay client company number directly as the customer number.
Always Update Tenant Client Customer Information	Always refresh tenant client customer details from the latest Autopay data.
Domestic Country Code	The country/region code that identifies domestic customers.
Domestic Customer Template Code	The customer template applied when creating domestic customers.
International Customer Template Code	The customer template applied when creating international customers.
Default Customer	The fallback customer when an Autopay client ID is missing.
Customer Date of Birth Threshold	Invoice fees are not applied to customers born on or before this date.

Sales documents

Field	What it does
Release Sales Header upon Creation	Release newly created sales headers automatically.
Free Invoice Data upon Deletion	Make the related Autopay invoice data available again if the linked sales document is deleted.
Accounting Object Dimension Code	The dimension used for accounting objects on sales lines.
Zone Dimension Code	The dimension used for zone codes on sales lines.
Session Facility Dimension Code	The dimension used for session facility codes on sales lines.
Put Text Lines in Work Description	Place text lines in the work description instead of before or after the sales lines.
Invoice Item Price Type	How prices on invoice items are treated during processing.

The Sales Line Values and Descriptions subpages in this section are covered on their own page.

Paid invoices

Field	What it does
Client Type: Regular, Tenant, Landlord, Company	Process paid invoices for each client type, or not.
Paid Invoice Processing Type	How paid invoices are processed, for example via journal.
Journal Template Name	The general journal template used when processing paid invoices via journal.
Journal Batch Name	The journal batch used when processing paid invoices via journal.

Unpaid invoices

Field	What it does
Client Type: Regular, Tenant, Landlord, Company	Process unpaid invoices for each client type, or not.
Invoice Fee: Regular, Tenant, Landlord, Company	Apply an invoice fee to unpaid invoices of each client type.
Merge (Tenant Invoices, Company Invoices)	Merge unpaid invoices of the client type according to the rules below.
Invoice Previous Month or Earlier Only	Restrict merging and invoicing to previous months or earlier.
Merge Unpaid Invoice Day	Only create merged invoices after this day of the month has passed.
Merge Unpaid Invoice Items Threshold	Merge sales lines if necessary to stay under this item count.
Merge Unpaid Invoices by Accounting Object, Zone Code, Facility Code	Group merged invoices by these attributes.

Automatic posting and API

Field	What it does
Automatic Post Count	How many sales headers flagged for automatic posting are posted in one run. Requires the job queue.
Check Customer Ledger Entries for Duplicate Document Numbers	Make the sales invoice API check existing customer ledger entries for duplicate document numbers.

Actions

Action	What it does
Perform Import	Runs the full import from Autopay using the configured date range and settings.
Imported Invoices	Opens the Invoice List.
Payment Channels	Opens Payment Channels.
Payment Methods	Opens the standard Payment Methods page.
Facility List	Opens the Facility List for Autopay facilities.
Configure Automatic Posting	Sets up and opens the job queue entry used for automatic posting of sales headers.

TODO

Document the Facility List page, and the job queue entry that Configure Automatic Posting creates (object, recommended interval, and the user it should run under).