Page OpSuite Integration Finance

If you purchased the Standard plan, the only integration available is to integrate the financial summary from OpSuite™ to Business Central. The data being imported from OpSuite™ is imported into the OpSuite Integration Finance page.

The page can be access directly when you choose the icon, enter OpSuite Integration Finance, and then choose the related link.

The following fields are available:

Batch Date	This field is not editable and shows the date for the financial data imported from OpSuite™.
Status	This field is not editable and shows the status for the batch. The following statuses are available: - New: The batch is created, but the data could not be imported - Imported: The batch is imported and ready for processing - Completed: The batch is completely processed -G/L Account Mapping Missing: not all categories have a G/L Account mapped. The mapping has to be completed before the batch can be processed - Error: An error has occured

Actions

Process Batch

If the status is Imported, the Process Batch action will create a general journal with the imported data. If the setup is configured to automatically post the journal, the data is automatically posted to the General Ledger.

Reset Mapping

The process will attempt to apply G/L accounts defined in the OpSuite Gnereal Ledger Mapping to all categories included in the batch. If the mapping is successful, the status will be changed to Imported.

Show Lines

Display the detailed lines that show the categories and amounts imported.

Show G/L Entries

Once the batch is Completed, the G/L Entries posted can be shown.