Sync matrix for Microsoft Dynamics 365 Business Central
The charts below show how each item or transaction syncs between J.P. Morgan Digital Banking Cashflow360 and Microsoft Dynamics 365 Business Central (MSDBC).
Note: We sync with the cloud version, not the on-premise version or international version.
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 1-way to J.P. Morgan Digital Banking Cashflow360 - Account subcategory in MSDBC won't sync to J.P. Morgan Digital Banking Cashflow360. Account Category in MSDBC syncs to Account Type in J.P. Morgan Digital Banking Cashflow360. |
| Locations | 2-way |
| Jobs | 2-way - Any Shortcut Dimension Code can be mapped to the Job field in J.P. Morgan Digital Banking Cashflow360 |
| Departments | 2-way -Any Shortcut Dimension Code can be mapped to the Department field in J.P. Morgan Digital Banking Cashflow360 |
| Classes | 2-way - Any Shortcut Dimension Code can be mapped to the Class field in J.P. Morgan Digital Banking Cashflow360 |
| Employees | 2-way - Any Shortcut Dimension Code can be mapped to the Employee field in J.P. Morgan Digital Banking Cashflow360 |
| Payables | |
|---|---|
| Vendors | 2-way |
| Bills/Purchase Invoices | 2-way - Bills in J.P. Morgan Digital Banking Cashflow360 sync to MSDBC as purchase invoices. - Purchase invoices/posted purchase invoices in MSDBC sync to J.P. Morgan Digital Banking Cashflow360 as bills. |
| AP Bill Payments | 1-way from J.P. Morgan Digital Banking Cashflow360 to MSDBC - Payments won't sync to MSDBC unless the purchase invoice is posted. - Sync to the Payment Journal selected in sync preferences. - Payments need to be posted in MSDBC. |
| Vendor Credits/Purchase Credit Memos | 2-way - Unposted purchase Credit Memos in MSDBC sync to J.P. Morgan Digital Banking Cashflow360 as unapplied vendor credits - Vendor credits in J.P. Morgan Digital Banking Cashflow360 sync to MSDBC as unposted purchase credit memos - Credit application doesn't sync, apply manually in both sides - Posted vendor credits in MSDBC don't sync |
| AP Funds Transfers | 1-way from J.P. Morgan Digital Banking Cashflow360 to MSDBC - Sync to MSDBC as Journal Entries to the General Journal selected in sync preferences |
| Voids | Voids don't sync - manually void in J.P. Morgan Digital Banking Cashflow360 and MSDBC |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 1-way to J.P. Morgan Digital Banking Cashflow360 |
| Invoices/Sales Invoices | 2-way - Sales invoices/posted sales invoices in MSDBC sync to J.P. Morgan Digital Banking Cashflow360 as invoices - Invoices in J.P. Morgan Digital Banking Cashflow360 sync to MSDBC as sales invoices |
| AR Payments | 1-way from J.P. Morgan Digital Banking Cashflow360 to MSDBC - Payments won't sync to MSDBC unless the sales invoice is posted. - Sync to the Cash Receipt Journal selected in sync preferences - Payments need to be posted in MSDBC |
| Credit Memos/Sales Credit Memos | 2-way - Unposted sales credit memos in MSDBC sync to J.P. Morgan Digital Banking Cashflow360 as unapplied credit memos - Credit memos in J.P. Morgan Digital Banking Cashflow360 sync to MSDBC as unposted sales credit memos - Credit application doesn't sync, apply manually in both sides - Posted vendor credits don't sync |
| AR Funds Transfers | 1-way from J.P. Morgan Digital Banking Cashflow360 to MSDBC - Sync to MSDBC as Journal Entries to the General Journal selected in sync preferences |
| Voids | Voids don't sync - manually void in J.P. Morgan Digital Banking Cashflow360 and MSDBC |
| Other | |
|---|---|
| Auto Sync | Yes |
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