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About the Integration
- Sync employees, dimensions, and GL accounts from Business Central to Perk automatically, so travellers always see accurate data when submitting expenses and invoices.
- Export approved expenses to Business Central as general journal lines, with dimensions, attachments, and receipts included.
- Process both non-PO and PO-backed supplier invoices - with PO quantities in BC updated automatically as invoices are matched and posted in Perk.
- Update purchase orders in real time: when goods received entries are posted in BC, the corresponding PO in Perk updates automatically.
- Sync vendors from Business Central into Perk, including address and VAT registration details, so supplier records stay consistent across both platforms.
About MS Dynamics 365 Business Central
Key features
- Master data sync Employees and dimensions flow from Business Central into Perk automatically. Trigger syncs manually or set them on a schedule — newly created records in BC appear in Perk without any intervention.
- Expense export as general journal lines Approved expenses export to Business Central as general journal lines, carrying all relevant classifications including dimensions and attachments. The integration is confirmed live with existing customers.
- Non-PO and PO-backed invoice export Upload and export both standard supplier invoices and purchase order-matched invoices. PO-backed invoices update the corresponding purchase order in BC with invoiced quantities upon posting.
- Real-time goods received updates When a goods received note is posted in Business Central, the linked purchase order in Perk is updated automatically - keeping procurement and finance teams in sync without manual intervention.
- Vendor sync with address, VAT, and bank details Vendors created in Business Central sync into Perk with address, VAT registration information, and bank details included, giving your AP team accurate supplier records when processing invoices
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