General Ledger

Microsoft Dynamics 365 Business Central

3rd Party Integration with swiftpos Back Office

 



Subjects      

 


About     

 

What Is It?     

Refer to SWIFTPOS - WIISE (365 Business Central) for more information.

 

What To Consider?     

  • The Microsoft Dynamics 365 Business Central export DOES NOT allow for values to be exported as a 4 decimal place value. For example, as $56.1234. This limitation can result in a 0.01 rounding by Location, that cannot be resolved.
  • Upgrade Instructions

 

Upgrade Instructions    

 

Overview     

For Venues currently using Microsoft 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 Microsoft 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.

 

Released     

  • September 2023

 

Released In     

  • swiftpos v10.62+

 

Upgrade Instructions     

For Venues currently using Microsoft 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 Microsoft 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.

 

Notes ...

 

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 Microsoft Dynamics 365 Business Central Accounts.

 

End of article.