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About the Integration
- Sync employee records, cost centres, financial dimensions, and suppliers from Finance to Perk automatically - so users always see accurate, up-to-date data when submitting expenses and invoices.
- Export approved expenses from Perk to Finance with status visibility at every stage, so employees and finance teams always know where a claim stands.
- Keep master data current across both systems: tags (financial dimensions), expense categories, procurement categories, payment terms, and tax rates all sync from Finance into Perk, with filtering options to control which records are imported.
About MS Dynamics 365 Finance
Key features
- Employee and user data sync New workers created in Finance flow into Perk automatically after the background sync job runs - either on a schedule or triggered manually. Employee name and email are all transferred, giving users the correct data on their expense forms from day one.
- Expense export with status visibility Approved expenses export from Perk to Finance with full status tracking. Users see their expense move through submitted, approved, and exported states in Perk, with a successful completion log in the export history confirming the transfer to Finance.
- Supplier and cost object sync Vendors created in Finance sync seamlessly into Perk's supplier list. Financial dimensions and Finance Projects created in Finance also sync into Perk as cost centres or cost objects - giving you flexibility to map the right dimension as a cost centre, regardless of whether it corresponds to a department.
- Financial dimension and tag sync Financial dimensions are imported as tags in Perk. New dimension values created in Finance - such as a new service line or project code - sync into Perk automatically, and tag active/inactive status is kept aligned between the two systems.
- Purchase order and invoice sync Purchase orders created in Finance sync into Perk, and product receipts and invoices are integrated - keeping procurement workflows connected across both platforms.
- Payment terms sync Finance combines terms of payment and cash discount settings into a single payment terms object in Perk. New combinations created in Finance - including multi-tier discount structures - sync across automatically, ensuring AP teams work with accurate terms when processing invoices.
- Expense and procurement category import Expense categories and Procurement categories from Finance are imported into Perk, with filtering available to control which categories are brought across. Category status changes (active/deactivated) sync between systems to keep selections current.
- Tax rate import Tax rates are imported from Finance into Perk as part of the latest connector release, allowing users to select the correct tax treatment when submitting expenses and invoices without manual setup on Perk.
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