When integrating with Microsoft Dynamics 365 Business Central, please take the following into account:
The connection is established using a user account from Microsoft Dynamics 365 Business Central.
We recommend creating a dedicated integration user, with access granted to at least two employees.Only files with the following extensions are sent to Microsoft Dynamics 365 Business Central: .pdf, .xls, .xlsx, .doc, .docx, .dxf, .mpp, .ods, .odt, .msg, .ppt, .pptx, .vsd, .vsdx, .xps, .jpg, .jpeg, .png, .gif, .bmp
Only the financial Purchase journal is supported.
Transactions are processed as draft by default. At administration/company level, you can configure whether transactions are exported as draft or posted (final). When exported as posted (final), the transaction can no longer be modified in Microsoft Dynamics 365 Business Central.
Please note: Zenvoices only displays an transaction number in the archive when bookings are exported as posted (final).
When a transaction is exported as draft, it can be found in Microsoft Dynamics 365 Business Central under: Purchasing / Purchase invoices or Purchasing / purchase credit memos.
When a transaction is exported as posted (final), it can be found under: Purchasing / Posted Purchase invoices or Purchasing / Posted purchase credit memos.
Global dimension codes are not supported.
Shortcut dimensions are available at line level.
Up to five shortcut dimensions can be configured via the administration/company settings.Only payment terms without formulas are supported, such as ‘30 days’ or ‘1 month’.
Please refer to this related help article for detailed instructions on setting up the integration with Microsoft Dynamics 365 Business Central.
For more information, consult the frequently asked questions per accounting software package.
Overview of supported functionalities
Multiple administrations via one accounting software connector: Yes
Upload transaction document: Yes, multiple documents possible
Maximum transaction document size: 13 MB
Archive link in transaction: No
G-account support: No
Spread transactions: Yes
Project support: No
Cost centre / cost unit support: Yes (via dimensions)
Currency support: Yes
Payment reference: Yes
Enter date in transaction line: No
Financial year / period support: Yes
Authorisation: Block for payment: Yes
Authorisation: Update audit report during authorisation: No
Payments: Payment term support: Yes
The due date is determined based on the configured payment term.Purchase to Pay: No