Table of contents

  1. 360 Quick Sign Overview
  2. Prerequisites
  3. Setup and Registration
  4. Configuration
  5. Printing Cheques

360 Quick Sign Overview

eliminate the hassle of manually signing cheques for ever little business expense

With 360 Quick Sign, streamline Accounts Payable processing by automating signature printing on cheques in Microsoft Dynamics 365 Business Central.

  • Speed up Accounts Payable Processing
  • Configure signatures and dollar thresholds per company
  • Automate one or both signatures

Prerequisites

  1. Launch Extension Marketplace from Extension Management

  2. (Optional) If popup blocker is enabled, allow Extension Marketplace screen to popup and click Extension Marketplace again.

  3. In your browser, Business Apps – Microsoft AppSource Popup page will show as another window beside Business Central.

  4. Search for 360 Visibility Apps in Extension Marketplace and select 360 Quick Sign.

  5. In the Extension Marketplace app page, click on FREE TRIAL.

  6. Fill in the FREE TRIAL form and hit continue to start App installation in Business Central.

  7. In Dynamics 365 Business Central page, select the environment and click install.

  8. Confirm installation language.

  9. Click OK to bring you to the main Business Central page.

  10. Once you click OK, you may need a few minutes to wait for installation. Once installed, 360 Quick Sign will appear in extensions management (installed extensions page). See (Figure 1) showing existing installed apps.

Setup and Registration

  1. Using the Search function (press ALT + Q to activate), search for “Assisted Setup” 
  2. Click Assisted Setup to launch the Assisted Setup window.
  3. Select 360 Quick Sign from the list to open the 360 Quick Sign Assisted Setup.  Click Next

  4. On the next page, click on “Go to Registration Site”. This will direct you to the 360 Customer Portal where you can complete the registration process and purchase the subscription.

    Note: for evaluation purposes this step can be ignored as the App has a 10 days trial period.
  5. That’s it! Click “Finish” to complete the setup.
  6. Follow the link in the notification bar for online help.
  7. Please note although a subscription has been purchased, the license information will not be changed initially till the next billing date. The automatic extension of the “Expiry Date” by a month’s duration based on monthly billing is deemed the validity of the license.

Configuration

  1. Change Report Selection. Navigate to Report Selection – Bank Acc by using the Search (ALT + Q)
  2. Change Usage to Check
  3. Click on the Report ID field to change the default report, chose Select from full list to open all reports.
  4. Search for Check or ID 23038250. Highlight and select OK.

    Use the back arrow to close the window.
  5. Navigate to the Company Information Page by using the Search (ALT + Q) window and typing “Company Information”. Select the Company Information option
  6. In the Communication section, go to the Signature 1 Code field and click the drop down.
  7. Select a Signature Code or New to create a New Signature Code
  8. Enter a Code, Name, set the Maximum Allowed Signing Limit.
  9. Click the + sign and then Chose button to browse and select a signature (png, gif).
    Signature 1 Width 2.75in x Height 0.55in
    Signature 2 Width 2.75in x Height 0.325in
  10. Select image. Click OK to close.

  11. Repeat for second signature and close Company Information window.

Printing Cheques

  1. Navigate to Payment Journals by going to Cash Management then Payment Journals or using the Search (ALT +Q).

    Enter a payment as per normal and print check. Automatically print your signature on cheques (checks) based on a user defined dollar threshold