Please note: The standard CSV export option will remain available after turning on direct integration with Microsoft Dynamics 365 Business Central.

There are three steps to follow to ensure ExpenseIn can post expense or invoice transaction data directly to Business Central:

1. Authorise ExpenseIn to connect to Microsoft Dynamics 365 Business Central.

2. Add Microsoft Dynamics integration mapping settings.

3. Test a posting to Microsoft Dynamics.

Completing the above steps means that ExpenseIn maps to Microsoft Dynamics and data is transferred seamlessly between the two systems.

Please note: Our integration admin feature is available for customers who are signed up for our business or enterprise services. Please contact our account management team if you would like to know more about the direct integration feature accountmanagement@expensein.com.

Please review our FAQs or contact us via Live Chat or by emailing support@expensein.com with any of your ExpenseIn system queries.