Integrate with Microsoft Dynamics Business Central

Connecting Extend with your Microsoft Dynamics Business Central account will save you hours of tedious manual data entry by automatically importing card transactions and metadata.

Once you’ve connected the integration, your Microsoft Dynamics Business Central codes will automatically sync to Extend’s expense categories. This synchronization allows you to tag your transactions with the corresponding expense categories and proactively reconcile expenses as they happen.

Additionally, each cleared transaction that pushes from Extend to Microsoft Dynamics Business Central will include additional data, like virtual card name, last 4-digits of the virtual card, and any notes.

Note: Only Owner and Admin roles have permission to connect and manage an integration for the organization. Bookkeeper roles cannot manage the integration, but can sync transactions to Microsoft Dynamics Business Central.

Quick tips before you get started:

1. Confirm that you are a Microsoft Dynamics Business Central admin. If you do not hold an admin role in Microsoft Dynamics Business Central, you will need to contact your company’s Microsoft Dynamics Business Central admin to complete the integration and authentication process.
2. Confirm you have a registered card account in Extend. If not, you will need to register a company credit card before beginning the process.
3. Confirm you have defined a credit card account(s) in Microsoft Dynamics Business Central. If not, you will need to complete the credit card account setup in Microsoft Dynamics Business Central before connecting.
4. If you have an existing integration connected to Extend, you must first disconnect it before connecting to Microsoft Dynamics Business Central.

Connecting to Microsoft Dynamics Business Central:

1. Open the Extend web app.
   
    
2. Select Settings from the main navigation.
   
    
3. Once in your Org Settings, navigate to the Integrations tab and click Connect on the Microsoft Dynamics Business Central tile.
   
   Note: Extend only supports one integration per organization. If you are already connected to another integration, you will need to disconnect that one first to be able to connect with Microsoft Dynamics Business Central.
   
    

4. Next, complete the series of on-screen prompts to confirm the integration and authenticate the connection with your Microsoft Dynamics Business Central account.
   
   
    
5. You will be prompted to log in to Microsoft Dynamics 365 Business Central, select the company you want to connect to and install our Microsoft Dynamics 365 BC extension.
   
    
6. By confirming the connection you are allowing Extend to access the following information for use coding your transactions. 
   
   
    
7. Once authenticated, select the default Microsoft Dynamics Business Central account you will push your transactions to and your company’s default tax rate. 

Note: The account type must be ‘credit card’ within Microsoft Dynamics Business Central.

Once the connection is successful, you will see a green congratulatory banner at the bottom of the screen. The Microsoft Dynamics Business Central tile on the Integrations tab will also indicate “Connected.” 

 

Any cleared virtual card transactions will be available for you to review and sync to Microsoft Dynamics Business Central.

To push your transaction data into Microsoft Dynamics Business Central, please refer to Sync transactions to your accounting service.

For more information on setting up your expense categories, please refer to Creating and managing expense categories.

FAQs  

1. What data will be populated in Microsoft Dynamics Business Central?
   Each cleared transaction will include:
   1. Transaction date and amount
   2. Expense category code data will populate the respective fields
   3. Virtual card metadata will populate the Memo field, including virtual card name, last 4 digits of virtual card, RCN name, last 4 digits of RCN, transaction reference ID, and any notes entered within Extend
2. Who can connect to Microsoft Dynamics Business Central?
   Anyone who is a Microsoft Dynamics Business Central admin at your company will be able to set up the Microsoft Dynamics Business Central integration, but this person must also have the Owner and Admin role in Extend in order to complete the process.
3. What if I need to make a change to an Extend transaction?
   Once a transaction has been sent to Microsoft Dynamics Business Central, any updates to a transaction’s expense categories in Extend will not be reflected in Microsoft Dynamics Business Central. Updates must be made directly in Microsoft Dynamics Business Central.
4. What if I make a change to my Microsoft Dynamics Business Central codes?
   Changes to your Microsoft Dynamics Business Central GL accounts, classes, locations, customers, projects, and vendors will sync to Extend within 24 hours.
5. Will my transactions automatically push to my Microsoft Dynamics Business Central account?
   You must manually push a cleared transaction to Microsoft Dynamics Business Central. You may add or edit the expense categories at the transaction level before pushing the transactions to your Microsoft Dynamics Business Central account. Each transaction must have an expense category before you can request the sync process. Once pushed, any change to the expense categories must be edited directly in Microsoft Dynamics Business Central.
6. What happens if I do not see my Extend transaction in my Microsoft Dynamics Business Central account?
   We will display a Microsoft Dynamics Business Central icon at a transaction level within Extend when the transaction successfully pushes to your Microsoft Dynamics Business Central account. Also, if the transaction fails for any reason, a failure icon will appear and you can attempt to sync again.