Congratulations on installing PosiPay! After your initial installation, you are now able to configure the features to make them accessible.
Note: Do this after installing the latest package.
If you are installing PosiPay using a YML script, some configurations will be set up automatically, while others will need to be configured manually. Please refer to the following manual configuration section for detailed instructions. See
Grant Access to PosiPay
To have access to the PosiPay features, assign PosiPay’s Permission Set to a User with a System Administrator profile.
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Go to Set Up and search for Data Capture.
In the Change Data Capture search for Gateway Transaction (PosiPay__GatewayTransaction__c) and Bank Statement Line (PosiPay__BankStatementLine__c) . Add it as Selected Entities then click Save.
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Manual Configuration for YML Script
If PosiPay is installed via a YML script, some configurations are automatically completed; however, others need to be set up manually. Please follow the configuration steps below.
Translation Workbench
This configuration is optional. If you wish to translate some field names or labels, follow this step.
Enable Translation Workbench
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Export STF File
Note: Do this step if you (the translator) don’t have an STF file; otherwise, if you do, then skip this step.
If you are a translator or if you don’t have a STF file yet for importing. You can export it and translate the words that are translatable for your org’s supported language.
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