How will transactions be exported from Soldo to Dynamics 365?

Set transaction export rules

Rules can be set during the setup flow to ensure only transactions that meet certain requirements are exported to Dynamics 365. You can specify which lists must be added to a transaction and whether each transaction requires an attachment. You can also specify how transactions should be exported to Dynamics 365:

• Transactions without an invoice exported as journal lines. Transactions with an invoice exported as purchase invoices.
• All transactions exported as journal lines.
• All transactions exported as purchase invoices.

Employees can define the attachment type (for example, receipt or invoice) when uploading the attachment to their transaction.

Transactions exported as journal lines can be found in Dynamics 365 under Purchasing > Purchase Invoices. Transactions exported as purchase invoices can be found in Dynamics 365 under Finance > General Journals > [Journal integrated with Soldo].

Change transaction export rules

If you wish to change the exporting rules once the integration has been set up, you can do this by finding the active card in the Marketplace section, clicking Settings and choosing Transaction rules from the tabs at the top of the page.