How to integrate Qvalia with Dynamics 365 Business Central?

The Dynamics 365 Business Central connector enables users to synchronize transactions between Qvalia and Business Central. Supplier and customer invoices are automatically logged in Business Central for simplified bookkeeping. 

How it works

• Manage your transactions in Qvalia; invoices are posted automatically in Business Central. 
• Includes supplier invoices and customer invoices.
• Invoices are posted automatically to designated accounts.
• Peppol UBL XML is transformed and mapped into an Business Central-compatible data scheme.
• Qvalia creates OCR for Sales invoices.
• Review and manage deviations in the error log. 

Transferred invoice information includes Invoice Number, Issue Date, Due Date, Credit Invoice Indicator, Accounting Lines, Financial Dimensions, Notes, Salse Order ID, Currency, Supplier Party, Customer Party, Delivery Information, Payment Means (Bank Account Information), Tax Information, Addition Document References. 

How to activate the integration 

• Go to Settings and Integrations. 

• In the list, click Business Central and Connect. 

• Log in to the Business Central account you wish to connect. 

• Choose settings and click Approve. 

• Await authentication. The integration is marked as Active in the status indicator on the Integrations overview. Please allow up to 24 hours for confirmation. 

• Contact help@qvalia.com. We will help you make a quick test of the settings and integration. 

• Done. 

How to manage the error log 

Users can review and manage invoices that could not be transferred by accessing the error log. 
 

1. Go to Settings and Integrations. 
2. Click View log under the active integration. 
3. Review the error list. You have three options: 
   1. View error: investigate source and review metadata. 
   2. Reprocess: try to transfer the invoice again. 
   3. Ignore: The invoice will be removed from the integration log but still accessible in list views. 

Requirements

• Subscription to Connect Medium, Plus or Enterprise 

• Qvalia’s Workflow feature must be enabled for incoming invoices 

• Qvalia’s AI models analyze incoming purchase invoices and generate posting suggestions at document level, based on your organization’s chart of accounts. You can manage which accounts are included in the predictions through the Qvalia application. 

• Predicted postings are presented for review and final approval before posting in Dynamics 365 Business Central. Qvalia sends pre-postings, which can be unbalanced; if you require balanced postings, contact help@qvalia.com to adjust your company settings. 

• Qvalia always sends posting amounts in the document currency. Microsoft Dynamics 365 Business Central handles currency conversion when the supplier currency in Business Central differs from the document currency. 
• You want to ensure that the suppliers already exist in Business Central when receiving a purchase invoice.