When you begin setting up or editing a SmartCustomer instance with only AR Remittances enabled, you are presented with an introduction screen outlining the configuration sequence.
Figure 1: SmartCustomer Workflow Introduction Screen (AR Remittances Only)
The configuration workflow is tailored to AR Remittances and includes three steps:
Connection
Connect your ERP system and AR mailbox.Select the ERP (for AR Remittances, typically Workday).
Select the mailbox where your customers send remittance advice and payment‑detail files.
Settings
Configure general settings for the SmartCustomer instance, including AR Remittances–specific options.Turn AR Remittances on (and leave other AR skills off if this instance is AR Remittances only).
Choose which file types (PDF, XLS, CSV, XLSX) should be processed.
Configure Write to SoR behavior (automatic or manual).
[Optional] Enable Write to another destination (SFTP) and Zero Payment Records, depending on your environment.
Save and Run
Review your configuration and activate the SmartCustomer instance with AR Remittances enabled.Confirm ERP and mailbox selections.
Confirm Settings for AR Remittances.
Click Save and Run to start the SmartCustomer instance.
Cancel Button: Click Cancel (top right) at any time to exit the configuration process.
The current step is always highlighted in the progress bar, and any steps not relevant to your configuration are omitted.
Note:
The number of configuration steps may vary depending on your organization’s settings and which SmartCustomer AR skills are enabled. For AR Remittances only, you will typically see the three steps described above.