February 2024

Updated at August 6th, 2025

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Table of Contents

Business Central Supplier Sync ERP Sync Active Suppliers Supplier Fields Bank Details Automatic Supplier Update Auto Export Claims On Approval On Finalisation Unfinalisation External Systems Export Notifications Ability to Restore Deleted Tax Codes

Business Central Supplier Sync

Our clients using Business Central now have an option to sync supplier data from Business Central to ProSpend.

ERP Sync

To sync the suppliers, the admins have to go into ERP Sync section, connect to Business Central (if it hasn't been connected already), tick Suppliers and then click on Update.

Active Suppliers

ProSpend will create all the suppliers that are active in Business Central i.e in the supplier card in Business Central, Blocked field is empty or setup with Payment.

If Blocked field is setup with All, that supplier won't be created in ProSpend.

Supplier Fields

ProSpend will import below data for suppliers when syncing them from Business Central -

Business Central Supplier Field	Business Central Supplier Section	ProSpend Supplier Field
No.	General	Supplier Code
Name	General	Pay To
Address, Address 2, City, Country and Post Code	Address & Contact	Address
Email	Address & Contact	Email Address
Currency Code	Invoicing	Currency
ABN	Registration	ABN
Payment Terms Code	Payments	Payment Terms
Payment Method Code	Payments	AP Account Code

Bank Details

ProSpend will also sync bank details for the suppliers from Business Central. These bank details are imported from the Vendor Bank Account Card section in Business Central.

Business Central Vendor Bank Account Card Field	Business Central Vendor Bank Account Card Section	ProSpend Supplier Field
Name	General	Account Name
Bank Account No.	General	Account No
EFT BSB No.	Transfer	BSB

ProSpend will automatically set the Bank Account Details field depending on the bank account details we receive from Business Central.

If the system receives both BSB and Account No, the Bank Account Details field is set to BSB and Account Number.
If the system received only Account No, the Bank Account Details field is set to Account Number Only.
If the system doesn't receive BSB and Account No, the Bank Account Details field is set to None.

Automatic Supplier Update

After the first sync, ProSpend also enables automatic sync in the background. Whenever any changes are made to the supplier records in Business Central, ProSpend will automatically sync those changes in a few minutes. These changes include -

Making changes to any of the above fields for existing suppliers.
Adding new suppliers.
Disabling existing suppliers.

The admins can still use the ERP Sync function to update all the suppliers, if needed.

Please reach out to us if you want this enabled in your ProSpend site.

Auto Export Claims

ProSpend now has an option to auto export claims either -

On approval, or
On finalisation

On Approval

On approval of a claim, the system will auto finalise the claim, will automatically create an export batch for that claim and will send it to a finance/ERP system.

On Finalisation

On finalisation of a claim, the system will automatically create an export batch for that claim and will send it to a finance/ERP system.

Unfinalisation

In both on approval and on finalisation options, if the admin or the payer unfinalises and re-finalises a claim, the system will automatically create an export batch for that claim and will send it to a finance/ERP system.

External Systems

ProSpend can create an export batch for any finance/ERP system integration but the claims can automatically be sent only to below finance/ERP systems -

MYOB Advanced
Sage Intacct
NetSuite
Pronto

Export Notifications

Specific email addresses can be configured in the background to receive both export successful and export failed email notifications.