To use the Microsoft Dynamics 365 Business Central direct integration to post expense and invoice data, or to synchronise reference data, you must first link your Microsoft Dynamics 365 Business Central account to ExpenseIn.

Note: For security reasons, ExpenseIn cannot link your ExpenseIn account and Microsoft Dynamics 365 Business Central account on your behalf. This must be completed by an authorised person from your company.

To connect your Microsoft Dynamics 365 Business Central account to ExpenseIn, follow the steps below:

1. Click the Account Name > Admin.

2. In the Integrations section, click the Accounting subheading.

3. Locate Microsoft Dynamics 365 Business Central from the available connections list and click the Connect button.

4. You'll be redirected to login.microsoftonline.com to authenticate your Microsoft Dynamics 365 Business Central account. If you're already logged in, you won't need to enter your Microsoft 365 credentials again.

Note: ExpenseIn does not store or have access to your Microsoft 365 login credential.

5. Select your Company on the company selection page as required and click Update.

6. Go back to the Accounting page to ensure the Microsoft Dynamics 365 Business Central integration has a Connected status.

Once the status displays as Connected, you can:

If you have any questions or have any issues connecting the Microsoft Dynamics 365 Business Central integration, contact our Support team for assistance.