In order to utilise integration, you will need to link your Business Central accountancy package to ExpenseIn.
Please note: For security reasons, ExpenseIn will never link your ExpenseIn account and BC accountancy package for you. This must be done by an authorised person from your company.
To connect your BC accountancy package to ExpenseIn for integration:
1. Click on Admin.
2. Click on Integration.
3. Click on the Connect to Microsoft Dynamics 365 Business Central button.
4. You will now be redirected to login.microsoftonline.com to authenticate with Microsoft 365 Business Central. If you are not already logged in to Microsoft 365 then you will have to log in now.
Please note: We will not store or have access to your login credentials for your Microsoft 365 Business Central accountancy package.
You are required to upload and deploy an extension within Business Central in order to use Direct Integration. Please contact firstname.lastname@example.org once you have followed the above steps and are ready to apply the extension.