There are 3 windows to move through in order to create your data collection.
1. First configure your desired options for the data collection. Make sure you have selected the radio button to Connect directly, and then click the Next button at the bottom of the dialog box in order to move forward to select the time frame you'd like to collect.
2. Now you can select the month of the current fiscal year and you can either choose to gather through that month for FYTD or you can choose up to 5 additional years of data. You can also choose your Preferred Basis of Accounting at this step as well.
3. Finally, you can select the accounting data that you want to include in the data collection. Please note that Transactions can potentially be a large data collection and may slow down the generation of workbook output. After clicking Next, you will move on to selecting your accounting system.
To share your financial reports click the button for Microsoft Business Central.
Click the teal Connect to Microsoft Business Central button to launch the Microsoft Business Central login screen.
Before making your first connection to Microsoft Business Central, you may receive an alert that advises you that Booyami, which is Strongbox's parent company, needs admin approval to access your file
In the official Microsoft Sign In window, provide the Email and Password for an Admin account with access to the correct Business Central company.
Strongbox detects subcategories and accounts from the Business Central Chart of Accounts and you can define the default classification for each subcategory.
Please review this article "How to Map Chart of Accounts in Microsoft Business Central" for more information.
On the Strongbox Portal Workspace list you'll also see an indication of an import in progress.
You've successfully collected reports from Microsoft Business Central!
When the Data Collection is complete, the portal will update with a success message which includes a link to the appropriate collection where you can download the completed workbook.