Sync matrix for Microsoft Dynamics 365 Business Central
The charts below show how each item or transaction syncs between Cashflow360 and Microsoft Dynamics 365 Business Central (MSDBC).
Note: We sync with the cloud version, not the on-premise version or international version.
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 1-way to Cashflow360 - Account subcategory in MSDBC won't sync to Cashflow360. Account Category in MSDBC syncs to Account Type in Cashflow360. |
| Locations | 2-way |
| Jobs | 2-way - Any Shortcut Dimension Code can be mapped to the Job field in Cashflow360 |
| Departments | 2-way -Any Shortcut Dimension Code can be mapped to the Department field in Cashflow360 |
| Classes | 2-way - Any Shortcut Dimension Code can be mapped to the Class field in Cashflow360 |
| Employees | 2-way - Any Shortcut Dimension Code can be mapped to the Employee field in Cashflow360 |
| Payables | |
|---|---|
| Vendors | 2-way |
| Bills/Purchase Invoices | 2-way - Bills in Cashflow360 sync to MSDBC as purchase invoices. - Purchase invoices/posted purchase invoices in MSDBC sync to Cashflow360 as bills. |
| AP Bill Payments | 1-way from Cashflow360 to MSDBC - Payments won't sync to MSDBC unless the purchase invoice is posted. - Sync to the Payment Journal selected in sync preferences. - Payments need to be posted in MSDBC. |
| Vendor Credits/Purchase Credit Memos | 2-way - Unposted purchase Credit Memos in MSDBC sync to Cashflow360 as unapplied vendor credits - Vendor credits in Cashflow360 sync to MSDBC as unposted purchase credit memos - Credit application doesn't sync, apply manually in both sides - Posted vendor credits in MSDBC don't sync |
| AP Funds Transfers | 1-way from Cashflow360 to MSDBC - Sync to MSDBC as Journal Entries to the General Journal selected in sync preferences |
| Voids | Voids don't sync - manually void in Cashflow360 and MSDBC |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 1-way to Cashflow360 |
| Invoices/Sales Invoices | 2-way - Sales invoices/posted sales invoices in MSDBC sync to Cashflow360 as invoices - Invoices in Cashflow360 sync to MSDBC as sales invoices |
| AR Payments | 1-way from Cashflow360 to MSDBC - Payments won't sync to MSDBC unless the sales invoice is posted. - Sync to the Cash Receipt Journal selected in sync preferences - Payments need to be posted in MSDBC |
| Credit Memos/Sales Credit Memos | 2-way - Unposted sales credit memos in MSDBC sync to Cashflow360 as unapplied credit memos - Credit memos in Cashflow360 sync to MSDBC as unposted sales credit memos - Credit application doesn't sync, apply manually in both sides - Posted vendor credits don't sync |
| AR Funds Transfers | 1-way from Cashflow360 to MSDBC - Sync to MSDBC as Journal Entries to the General Journal selected in sync preferences |
| Voids | Voids don't sync - manually void in Cashflow360 and MSDBC |
| Other | |
|---|---|
| Auto Sync | Yes |
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