Guide to Setting Up Business Central Integration with Declaree

Step 1: Create Microsoft Entra ID / App ID for Business Central

1. Go to Microsoft Azure and create your own Microsoft Entra ID / App ID.

2. After creation, you will receive:

   • Directory (Tenant) ID

   • Application (Client) ID

3. Navigate to Manage -> Certificates & Secrets.

4. Click New Client Secret and create a client secret.

5. Save the secret value in a secure location.

Step 2: Configure Microsoft Entra Application in Business Central

1. Open Business Central.

2. Click the Search button in the top-right menu.

3. Search for Microsoft Entra Application.

4. Click New.

5. Enter the Client ID obtained from Azure.

6. Add a Description (e.g., "Declaree").

7. Under User Permissions, set the role to SUPER (DATA) for:

   • All companies, or

   • The specific company that will receive the data.

   • (There may be lesser permissions that work, but the minimum required is unclear.)

Step 3: Connect Declaree to Business Central

1. Open Declaree.

2. Navigate to Configuration -> Connections -> Microsoft Dynamics 365 Business Central -> Connect.

   • (If this option is unavailable, a superadmin must add the module to the organization.)

3. Follow the instructions and enter:

   • Tenant ID

   • Client ID

   • Client Secret (saved earlier)

4. Select the Business Central company to export data to.

5. Choose the journal for data export.

Step 4: Map Declaree Data to Business Central

1. Map Declaree categories to Business Central accounts:

   • Category Code -> Account Number (Finance -> Chart of Accounts)

   • User Code OR Payment Method Code -> Contra Account Number (Finance -> Chart of Accounts)

2. Map Projects/Tags to Dimensions:

   • Project Code -> Dimension Code

   • Project Code 2 -> Dimension Value Code (Finance -> Dimensions -> Dimension Values)

3. Map Taxes/VATs:

   • Tax/VAT Code -> VAT Identifier

   • Search "VAT Posting Setup" in the upper-right menu.

Step 5: Export Data and Verify in Business Central

1. Ensure that all mappings are correctly set.

2. Perform an export from Declaree to Business Central.

3. Check Business Central:

   • Navigate to Finance -> General Journals.

   • Click the journal selected during Declaree setup.

   • Each expense should appear as a journal line.

4. Finalize the posting:

   • Click Post or Preview Posting using the arrow next to "Post".

   • Once posted, the journal lines convert into Posted General Journals.