Microsoft 365 Business Central
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      Upgrade Instructions For swiftpos Dynamics 365 Business Central Interface

       

      Subjects      ▼

       

      Released In      ▲ ▼

      swiftpos v10.62+

       

      Released      ▲ ▼

      September 2023

       

      Feature      ▲ ▼

      Dynamics 365 Business Central GL Interface

       

      Overview      ▲ ▼

      For Venues currently using Dynamics 365 Business Central GL Interface and upgrading to swiftpos v10.62+, the swiftpos Transfer In, Transfer Out and Draw From Media are assigned/mapped* to appropriate Dynamics 365 Business Central Accounts for all Locations.

       



      ALL ENTRIES IN ALL ACCOUNT ASSIGNMENT/MAPPING TABS MUST BE ASSIGNED/MAPPED.

      Without the swiftpos Transfer In, Transfer Out and Draw From Media being assigned/mapped*, the exporting of data either manually or via the End of Day will NOT work.

       

      Upgrade Instructions      ▲ ▼

      For Venues currently using Dynamics 365 Business Central GL Interface and upgrading to swiftpos v10.62+, the following will need to be done:

      • In Back Office > Data Export > Data Portal > 365 Business Central > Settings > Clearing Accounts tab - Ensure the swiftpos Transfer In, Transfer Out and Draw From Media are assigned/mapped* to appropriate Dynamics 365 Business Central Accounts for all Locations.
      • Ensure the upgrade is thoroughly tested in a Test environment prior to going live. It is recommended that prior to going live, the customer's approval is obtained.

       

      * It may be necessary to enlist the assistance/expertise of an accountant to ensure that all assignments/mappings done in the Account assignment/mapping tabs are correctly assigned/mapped to the appropriate Dynamics 365 Business Central Accounts.

       

      End of article.      ▲