The Microsoft Dynamics 365 Business Central direct integration includes two features that can be used together or independently:
Posting - Send expense and invoice data directly to Microsoft Dynamics 365 Business Central.
Data Sync - Automatically synchronise reference data from Microsoft Dynamics 365 Business Central to ExpenseIn, keeping your Admin area up to date.
Enable the Integration
To get started, you must first authorise ExpenseIn to connect to Microsoft Dynamics 365 Business Central.
Once authorised, you can:
Set up your ExpenseIn account to post expense and invoice data.
Configure the Microsoft Dynamics 365 Business Central Data Sync feature.
Follow the relevant sections below for setup instructions.
After completing the setup, ExpenseIn will be connected to your Microsoft Dynamics 365 Business Central account, allowing data to flow between the two systems successfully.
Note: You can disconnect ExpenseIn from Microsoft Dynamics 365 Business Central at any time. Your business remains in full control of the integration.
Post Expense and Invoice Data
To enable ExpenseIn to post expense and invoice data directly to Microsoft Dynamics 365 Business Central, review and complete the following:
Note: The standard CSV export option remains available after enabling the integration.
Configure Microsoft Dynamics 365 Business Central Data Sync
To enable automatic synchronisation of reference data from Microsoft Dynamics 365 Business Central to ExpenseIn, review and complete the following:
Additional Information
If you have any questions about setting up and testing the Microsoft Dynamics 365 Business Central integration, contact our Support team for assistance.