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Strongbox Portal subscribers have ability to connect directly to Microsoft Business Central

Requirements:

• You must log in as an Admin user for the Microsoft Business Central company in order to approve the connection to Strongbox.

Create Data Collection

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.

Select your accounting system

To share your financial reports click the button for Microsoft Business Central.

Confirm connection choice

Click the teal Connect to Microsoft Business Central button to launch the Microsoft Business Central login screen. 

Microsoft Business Central Alert

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

Sign In to Microsoft Business Central

In the official Microsoft Sign In window, provide the Email and Password for an Admin account with access to the correct Business Central company.

Select the Business Central company to connect

Click on the Connect Button

Mapping the Microsoft Business Central Chart of Accounts

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.

Collecting the financial reports

On the Strongbox Portal Workspace list you'll also see an indication of an import in progress. 

Congratulations!

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.