The native integration between Spendesk and Microsoft Business Central allows you to have accurate data between your financial tools, and save time at month closing. This integration applies to the software Microsoft Dynamics 365 Business Central, but to simplify reading of this documentation, we will use the short version Microsoft Business Central.
Spendesk pulls your master data when you connect to Microsoft Business Central and finalize your initial configuration. The integration also provides control of this data in Spendesk to map your Microsoft Business Central chart of accounts' settings with your Spendesk accounting setup and analytical fields.
This native integration does not support the on-premise version of Microsoft Business Central, only the cloud-based version is eligible.
Main benefits of Microsoft Business Central native integration
With this accounting integration, you can seamlessly manage your expenses on Spendesk and accounting on Microsoft Business Central:
Pull your Microsoft Business Central master data (chart of accounts, journals, suppliers, tax codes and analytical dimensions) into Spendesk;
Customize your accounting setup even further to meet your specific needs;
Speed up your month closing with bulk exports.
Microsoft Business Central integration setup
You can easily set up the native integration with Microsoft Business Central by following the steps explained in these articles:
Known limitations:
The integration does not support reconciliation between expenses and payments;
The integration does not support FX gain/loss accounts;
The integration does not support amortization start/end dates.
Data matching between Spendesk and Microsoft Business Central
To help you navigate between Spendesk and Microsoft Business Central, we provide you with a terminology correspondence table:
Spendesk | Microsoft Business Central |
Chart of accounts | Chart of accounts |
Analytical fields | Dimensions |
VAT rates | VAT rates |
Bank accounts | Bank accounts |
Suppliers | Vendors |
Members | Employees |
Payables | Posted purchase invoices |
Payments | Bank journal entries (added in 'Payment Journals') |
Expense claims | Posted purchase invoices |
Invoices | Posted purchase invoices |
Credit notes | Posted purchase credit memos |
Card purchases | Posted purchase invoices |
Card refunds | Posted purchase credit memos |
FX, ATM & other fees | Payment journal entries |
Wallet loads | Payment journal entries |
Important notes:
Your initial configuration and accounting setup in Spendesk will be saved, you do not need to re-do the process at each connection;
You can change your accounting settings without causing a disconnection from Microsoft Business Central. However, if you decide to switch integration afterwards, you will lose this configuration.
There is no Cost Centres in Microsoft Business Central, instead you need to create Dimensions in Microsoft Business Central, then map them with your cost centres in Spendesk.
Next steps
You can start the integration setup by connecting Spendesk to your Microsoft Business Central account.