Microsoft Dynamics 365 Finance and Supply Chain Management
Not built yet.
Join the waitlist and we will contact you when Statement Zen connects to Microsoft Dynamics 365 Finance and Supply Chain Management.
Statement Zen reconciles supplier statements against Xero, QuickBooks Online and Viewpoint Vista today. A ready-made connection for Microsoft Dynamics 365 Finance and Supply Chain Management is not built yet.
Join the Microsoft Dynamics 365 Finance and Supply Chain Management waitlist
Join the waitlist and we will contact you when it is built. We use the list to see which systems people ask for most, so it decides what we build next. Only your work email is required.
Don't want to wait? Send us a report instead
A full integration with Microsoft Dynamics 365 Finance and Supply Chain Management will take time. If you'd like to reconcile sooner, send us a report from Microsoft Dynamics 365 Finance and Supply Chain Management. Once we have set up reading it, we reconcile your supplier statements against it.
What to send
A supplier transaction report, not just open payables (the list of what you owe today). A supplier transaction report is your system's history of every bill, credit note and payment for each supplier, with dates, references and amounts. It should cover at least the last three months and include both paid and unpaid items. Send it as a CSV, Excel or PDF file.
Look for a supplier transaction or vendor ledger report (the names vary between systems and versions). A report like that should usually work.
Why a few months, and paid items too
A supplier statement shows what the supplier thinks you owed on one date. If we only see what is unpaid today, an invoice you paid last week looks like a mistake, and anything near the statement date can't be placed on the right side of it. A few months of history lets us tell a real difference from a timing difference.
How it works
You email the file to us at info@statementzen.com. There is no upload page. Send us a sample and we'll set up reading your report ourselves, which is much quicker than waiting for a full integration. Once we have a usable sample, we usually need a few days and aim to have it working for you within about a week.
About Microsoft Dynamics 365 Finance and Supply Chain Management
What it is
Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management are Microsoft's enterprise ERP applications, formerly sold together as Dynamics 365 for Finance and Operations and, before that, Dynamics AX. They sit above Business Central in Microsoft's range.
Who uses it
Mid-market to large organisations, often in manufacturing, distribution and retail. Microsoft's retail product, Dynamics 365 Commerce, runs on the same back office. Microsoft sells it in Australia and New Zealand, the UK and Ireland and the US and Canada.
What we would read from it
Your vendor transactions, open and settled, through the Finance and Operations data API. Your IT administrator would need to approve the connection. We would match those lines against the supplier statements you forward to us.
Where these facts come from
- learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/retail-data-residency
- learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/connection-setup
- microsoft.com/en-us/dynamics-365/blog/it-professional/2024/09/25/announcing-end-of-support-for-dynamics-gp/
- enavate.com/blog/microsoft-dynamics-365-for-finance-and-operations-is-now-two-applications
- microsoft.com/en-us/dynamics-365/products/supply-chain-management