Below is a short overview of the latest updates in Business Central. You need to install the Corpay One app in Business Central before these updates take effect. For more information on how to update the Corpay One app in Business Central, click here.
The integration configuration page has a new look: The updated configuration page is designed to be more user-friendly and intuitive, making it easier to navigate and manage your tasks.
Vendor template: You can now select and apply a vendor template as part of the integration setup. This lets you apply pre-filled template details to new vendors created in Corpay One. Note that the templates must be created in Business Central before you configure the integration in Corpay One.
Assigning projects and project tasks to purchase invoices and credit notes: If your company likes to code its purchase invoices and credit notes to projects and project tasks, you can now import your projects and project tasks into Corpay One. Just enable the setting on the integrations page to get access to this feature.
Synchronizing matched invoices to credit notes: When you match one or more invoices (linked to either a general journal or a purchase invoice) with a credit note (CN) in Corpay One, you can now expect the corresponding credit notes to be applied automatically to the invoice in Business Central. Once the total amount of the invoices matches the amount of the credit note, the credit note is automatically closed in Business Central. For more information, click here.
Note synchronization now includes the posting description: Notes added to invoices and credit notes in Corpay One will now sync to the posting description field on purchase invoices and purchase credit notes in Business Central.
Thank you for keeping up with our latest feature release! If you need further support or assistance, feel free to contact us at support@corpayone.com.