With this integration, Rentman and Microsoft Dynamics 365 Business Central can work together – completely automatically. When an invoice is created in Rentman, it is transferred directly to Business Central as a draft, ready for posting. At the same time, new customers and products are created automatically if they do not already exist in your accounting system.
When an invoice is created in Rentman, our integration ensures that this invoice is automatically transferred directly to Microsoft Dynamics 365 Business Central. This means that when your company completes projects for your customers and sends them an invoice, an invoice draft with item lines is created in Microsoft Dynamics 365 Business Central immediately (real-time). In this way, the data is sent directly to your accounting system.
We refer to that as easy and efficient!
The integration offers a range of customization options that can be tailored to the company's needs. You get full control over the creation and updating of customers and products in Microsoft Dynamics 365 Business Central. This ensures that everything is posted correctly in the relevant chart of accounts and that customers are created in the desired customer groups. In addition, you can configure units for specific product groups.
In connection with the generation of an invoice in Rentman, products are automatically transferred to Microsoft Dynamics 365 Business Central. If the product does not exist in the system, a new product is created with all data from Rentman, otherwise existing products are matched based on a product number.
In this way, you can see all item lines on the invoice in Microsoft Dynamics 365 Business Central.
The integration takes into account the following data, among other things:
Invoices and credit notes generated in Rentman are automatically transferred as drafts to Microsoft Dynamics 365, so they are ready to be posted.
Customers are matched with existing records; if not found, a new profile is created, integrating Rentman data.
Differences due to varying rounding methods at the cent level are equalized automatically.
The integration offers numerous customization options, enabling you to configure customer groups, product groups, and more.
Products are cross-referenced with existing items. If they are not found in the system, a new product is generated, complete with all the data from Rentman.
Use a standard payment method or have the integration calculate and create the payment terms.
When setting up the integration for your company, we have prepared a step-by-step guide for you to follow. If problems or questions arise, we are ready to help you.
Do you use Microsoft Dynamics 365 as your accounting system, and are you tired of bookkeeping and keeping track of invoices and orders? Then this integration is the solution that makes your company's workflow easier and saves you a lot of time. IT Stack has taken the next step and developed an integration that allows Rentman and Microsoft Dynamics 365 to communicate. With this integration, you get a complete streamline of all your invoices. Whether you are a large or small company, the integration can save you a lot of time, so you can focus on things other than accounting.
Regardless of whether you are a small or large company wishing to streamline your workflow, IT Stack can help you get started with the integration.
Are you ready to get started? Or do you have questions about integration? Contact us today and let us help you and your company get started.