Yokoy Spend Management Connector for MS Dynamics 365 Business Central
By Yokoy1 author10 articles
- About the Yokoy Spend Management Connector for MS Dynamics 365 Business CentralIntegrate Yokoy with Microsoft Dynamics 365 Business Central and get end-to-end automated spend management.
- Implement the Yokoy Spend Management Connector for MS Dynamics 365 Business CentralAs a Yokoy admin, install and configure the Yokoy connector to integrate Yokoy with Business Central.
- Install the Yokoy connector in Business Central On PremisesIf you use Microsoft 365 Business Central as an on-premise implementation, you need to install the Yokoy connector as an extension.
- Install the Yokoy connector in Business Central CloudIf you use Business Central as a cloud implementation, you can install the Yokoy connector as an AppSource app or an extension.
- Configure the Yokoy connector in Business CentralIn the Yokoy Integration Setup page in Business Central, you configure the how the integration with Yokoy behaves.
- Set up and manage master data from Microsoft Dynamics 365 Business Central to YokoySynchronize master data such as users, dimensions, GL accounts, and vendors directly from Business Central into Yokoy.
- Import transactional data from MS Dynamics 365 Business CentralSend Purchase Orders and Purchase Receipts from Business Central to Yokoy.
- Using the Yokoy Spend Management Connector for MS Dynamics 365 Business Central.With this integration, you can process your invoices and expenses in Yokoy and see them in Microsoft Dynamics 365 Business Central.
- Uninstall the Yokoy Spend Management Connector for MS Dynamics 365 Business CentralIf you no longer want to use the Yokoy connector, you can remove it from your Business Central environment.
- Set up provisional posting for invoicesWith the Yokoy connector for Microsoft Dynamics 365 Business Central, provisionally post invoices in Business Central before approval.