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Table of Contents

1. Introduction

Seamless supports integration with Business Central as the accounting provider.

2. General

This is the 1st step to initial the connection between Seamless & Business Central

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Field

Description

Update Credentials

Seamless requires the Client Secret from your BC tenant to initial the integrations between 2 systems.

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Run Now

Use to trigger the syncing between Seamless & BC.

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When clicking on this button:

  • Seamless will export orders (installment payment) that meet the due date to BC

  • Seamless will sync all the status of exported orders from BC to Seamless

    • When the order from BC is closed, the status of installment in Seamless will be updated to be Paid

Retry Overdue Payments

For too-old overdue payments (more than 3 months from the current), you need to manually ask Seamless to get all overdue payments. When clicking the button, Seamless will get all the overdue payments in the past and can get a maximum of 1000 payments per time.

Info

There is permission required to perform the retry action. Please contact our support team to grant permission.

Reference

TBD

  • You would need to input the tenant name

3. Connection Details

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4. Invoice Settings

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5. Handling Fee

These settings are similar as the settings of other accounting providers. Please refer to https://contemi.atlassian.net/wiki/spaces/SHC/pages/2032205882/Tripletex#VI.-Handling-fee.

6. Commission Product

These settings are similar as the settings of other accounting providers. Please refer to https://contemi.atlassian.net/wiki/spaces/SHC/pages/2032205882/Tripletex#VII.-Commission-product

7. Invoice Notes

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Field

Description

Adjustment text for an invoice

Show additional text in invoice description when a policy is MTA

Settlement text for an invoice

Show additional text in invoice description when a policy is Terminated

8. Journal Posting Settings

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Field

Description

Accounting transactions submission period in days

Define number of days before due date that Seamless will send the approved claim payment to Business Central

  • For instance, Accounting transactions submission period in days = 2, and the approved claim payment due date = 20/02 => 18/02 Seamless will send the claim payment to Business Central

Process Accounting Transactions

Claim payment transactions description format

Comment line 1 format

Comment line 2 format

Purchase invoice item reference

9. Custom API Settings

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The Custom API settings can map Seamless fields to the fields in Business Central. It can also let Seamless know the hard-coded fields to use in Business Central during the data integration.

Seamless can use the settings to export customer payout options and vendor bank account details to specified fields on Customer Bank Account Card and Vendor Bank Account Card in Business Central.