Other integrations Accounting software
Cashplannr × Dynamics 365 Business Central Coming soon
Cash planning on your Dynamics 365 Business Central.
This connection is in development and will be live soon. Sign up to be the first to know.
Cash planning on your Dynamics 365 Business Central.
This connection is in development and will be live soon. Sign up to be the first to know.
We are building the connection with Microsoft Dynamics 365 Business Central and are testing it now. In the first version we read your outstanding sales and purchase invoices, credit notes included, and your bank and cash movements via the general ledger. Each company in Business Central becomes a company in Cashplannr. We do not read orders in this first version yet.
Sales and purchase invoices that are not paid yet, credit notes included. They count as outstanding.
Entries and balances on your bank and cash accounts in Business Central. They count as actual cash.
Your general ledger accounts, so every movement lands in the right category.
Multiple companies in the same environment? You choose which ones to connect.
What customers still owe you and what you still owe your suppliers is in your plan with an expected payment date.
All your Business Central companies together in one cash planning, with detail per company.
Let us know you use Business Central. We invite you as soon as you can connect.
Let us know you are interested. We contact you as soon as the connection is available.
An administrator of your Microsoft environment gives consent and adds Cashplannr as an application in Business Central.
You pick which companies to follow. After that the sync runs four times a day.
Cashplannr reads data and writes nothing back to Business Central.
Access runs through Microsoft Entra ID and is managed by your own administrator, who can also revoke it.
Processing and storage within the EU, in line with the GDPR.
This connection is in development and will be live soon. Sign up to be the first to know.
