Getting started with Dynamics 365 Business Central

Integrating your Microsoft Dynamics 365 Business Central account with Envoice will ensure that your vendor invoices and receipts are extracted and formatted in the correct way for your financial process.

Integrating the platforms makes possible to transfer purchase posting data (debit invoices, credit memos, receipts and expense reports) from Envoice to BC and syncs the master data (vendors, accounts, taxes etc.) from Business Central to Envoice.

The Envoice supports the integration with Microsoft Dynamics 365 Business Central (BC) cloud and on-premise versions.

1. Installation of application package 

1. Install application package from Microsoft AppSource
2. Open Extension Management page by using the search function
3. Select Envoice and click Manage -> Configure
4. Enable Allow HttpClient Requests

2. Linking Dynamics 365 Business Central and Envoice

1. Login to your Envoice account
2. Navigate to Settings, then click Integrations
3. Click on Microsoft Dynamics 365 Business Central and click Activate
   
4. You will be redirected to a integration configuration page. Scroll down and you will find API Token
   
5. Login to your Microsoft Dynamics 365 Business Central account
6. Open Envoice Integration Setup page by using the search function (search Envoice)

1. Enter Envoice API URL: https://api.envoice.eu/partner/v1/
2. Enter Envoice API Key (the API Token, you found from your Envoice account). Leave Envoice Partner Key empty.
3. Enable Send all related data, to sync all needed master data (Chart of Accounts, Vendors, tax (VAT) codes) to Envoice
4. (optional) Enable Download Invoice Attachments if all attachments related to the invoice should be downloaded from Envoice and attached to the invoice in BC. The image of an invoice will de imported regardless of the setting.

 3. Localisation settings

1. On Open Envoice Integration Setup page, find and expand section Localization
2. Select values for:
   • BC localization - select your Business Central 365 localisation. If your localisation is not listed, or you do not know the localisation in use, select Global
   • (optional) select Customer Reg. No. Field ID, a field in your registry that represents Customer  registry number
   • (optional) select Vendor Reg. No. Field ID, a field in your registry that represents Vendor registry number

4. Setup posting defaults

Due to the requirements of Dynamics 365 Business Central some preliminary Posting related settings have to be made on Envoice Integration Setup page.

1. On Open Envoice Integration Setup page, find and expand section Posting

• Defaults - if corresponding value is missing from invoice/data imported from Envoice
  
  • Cost Account
  • VAT Bus. Posting Group, VAT Prod. Posting Group) -
  • VAT Prod. Posting Group: (e.g. STANDARD)
• Local - select values for posting local Vendor invoices
• EU - values for posting EU Vendor invoices
• Non-EU - values for posting invoices from rest of the world
  

5. Setup Payment methods

For publishing expense reports to BC365, (including expenses that have to be reimbursed to employees) payment methods have to be set up.

1. On your Business Central account search for Payment Methods
2. Open payment methods and select the payment method that represents the reimbursable payment of Employee (employees have spent their own money for business-related expenses). If such payment method does not exist on your Business Central, you need to create it.
3. Select and copy the Code of the Payment Method
4. On your Envoice account navigate to Settings > Bookkeeping > Payment Methods
5. Find entry Reporting person and click edit (pencil icon)
6. Paste the value of Payment method code to field Code
7. Click Save

6. Importing your documents from Envoice to your Business Central

To manually import all processed invoices and expense reports from Envoice to BC365.

1. On Open Envoice Integration Setup page, find and click Actions
2. Click Get Invoices

7. Returning journal entry number to Envoice

If you need to find your vendor invoices from Envoice, based on journal entry on Business Central, the journal entry numbers have to be synchronised with Envoice.

1. On Open Envoice Integration Setup page, find and click Actions
2. Click Send Invoice Response