Note: This workflow already exists but has been extended to include functionality for defining conditions based on Total Amount

Capture desired conditions such as who the approver should be under Approval User Setup, the “Approve G/L Budgets” field should be ticked for the specified

Capture desired conditions such as who the approver should be Under Approval User Setup, the “Approve Item Journals” field should be ticked for the specified…

The Workflow Templates Extension for Microsoft Dynamics 365 Business Central enhances the approval processes by introducing a set of customised workflow templates…

Under Approval User Setup, the “Approve Physical Inventory Orders” field should be ticked for the specified

Once satisfied that all necessary conditions have been stipulated, workflow can be

To start using the Workflow Templates Extension, some initial setup and configuration are required. These steps ensure that the workflows are tailored to your…

If you encounter any issues or errors while using the Workflow Templates Extension, follow the troubleshooting steps

Braintree’s Fixed Assets Maintenance extension provides additional facilities for managing your fixed assets. Features

Fixed Asset Transfers provides a simple process to move an asset from one physical location to another. It works similarly to inventory

Maintenance orders are work instructions to carry out a specific set of maintenance tasks on a fixed asset. Maintenance orders can be generated from a maintenance…

From the Asset Management role centre, select Maintenance Plans, or use the search button. The list of active maintenance plans will be

Search for FA Maintenance Setup, or select Maintenance Setup from the Fixed Assets Setup page. On installation, number series will be created

Braintree’s Projects and Professional Services (PPS) extension builds on the core functionality of the Projects module of Microsoft Dynamics 365 Business Central.…

You can install the application from Microsoft AppSource. Open the Extension Management page, and select the menu option AppSource Gallery. From the app list,…

The Projects module of Business Central is used to manage operations relating to professional services which Braintree offers to customers. These include delivery…

The preferred role centre for all users involved in Braintree PPS is the Braintree PPS role centre. It is recommended that you switch to this role centre before…

Changing the planning parameters of a task does not update the planning date of

Resource management in Braintree PPS covers the professional resources that deliver project work, and how their groups, skills, calendars and capacity are…

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An entity is a master record against which you wish to store and manage documents. This could be a supplier, customer, inventory item, fixed asset, resource or…

The application provides the ability to record details of documents that an organisation needs to keep track of. These will include documents issued by external…

Attempting to attach a document to a service document or posted service document caused error message. Issue

Compliance Document number series - used to number entries in the Compliance Document Tracker

This function allows you to define the outline of a training programme. Select ‘Training Programmes’ from the Statutory Documents Setup page. A list of existing…

If you choose Settings, from here you can perform most of the settings found in

Click on a record to Open / View / Edit. In an opened record, use the top command bar buttons to perform actions on that

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Access your environment by opening your web browser and browse to the URL provided to you by Braintree, which will look something like

CRM24 is a business ready sales, service and customer engagement platform that is installed and configured for your organisation in less than 24 hours, powered by…

A Lead is potential business, the first stage of the sales process. When you have a lead, there is a requirement to follow up on the lead to gauge whether the…

The Customer Service module provides functions to service a customer. Here are some useful

We’d love to hear your ideas! Submit a feature request below and discuss it with our team via

The DocuVault extension for Microsoft Dynamics 365 Business Central provides direct integration between Sharepoint and Microsoft Dynamics 365 Business Central. The…

Find your SharePoint Site ID, you can follow these steps: 1. Navigate to your SharePoint site: Open your SharePoint site in your web…

The DocuVault factbox replaces the standard Business Central Attachments

This section covers basic setups that are used throughout Business Central, and will be needed in module-specific configurations. From the Home page, click on…

Use this section to configure the Purchases and Payables module of Business Central. Start by clicking on Creditors from the Home

Use this section to configure the Sales and Receivables module of Business Central. Start by clicking on Debtors from the Home

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The Finance Module Configuration sets up Business Central for processing of basic financial information, including General Ledger entries and cash…

Use this module to configure the set up the Fixed assets module of Business

In general, it’s a good idea to work through the modules on the home page, from left to right, top to

The FastTrack Rapid Deployment process is designed to guide you through a step-by-step approach to configure a brand-new installation of Microsoft Dynamics 365…

Use this section to configure the Inventory module of Business Central. Start by clicking on Stock from the Home

This section deals with the process of loading opening values into the general ledger and the various subledgers with the system. Before starting the process you…

We will activate an evaluation license and send it to the email address you specified. The mail will contain a license key. Copy that license key then return to the…

This application is a warehouse management and scanning solution built for Microsoft Dynamics 365 Business Central. It provides enhanced functionality for managing…

Warehouse Receipts: On a Warehouse Receipt, the user must select the line to process and click the lines section

Warehouse Receipts: On a Warehouse Receipt, the user must select the line to process and click the lines section

We will activate an evaluation license and send it to the email address you specified. The mail will contain a license key. Copy that license key then return to the…

Events have been added in strategic places to allow you extend workflows by focusing on the business logic and less on the where and how to add the

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The PowerFlow extension for Microsoft Dynamics 365 Business Central allows you to save time setting up workflows and extend it into the Power

Each Type can be configured with a default PowerAutomate flow that will copy to the Power Workflow Definitions. Click Edit to modify the Authentication for the Flow…

This can occur when you have created an approval workflow but have not implemented status management

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Open Business Central. Search for Extension Management, and open the link. From the Extension management page, click on ‘AppSource

Complete ownership details and supplimentary details that may be applicable to the

The Preferential Procurement extension categorises their suppliers and spending on procurement according to the Preferential Procurement section of the South…

If you encounter any issues or errors while using the Braintree ZRA Smart Invoice Connector, refer to the troubleshooting guide

We will activate an evaluation license and send it to the email address you specified. The mail will contain a license key. Copy that license key then return to the…

On Bank Account Card page, select the Bank Statement Import Format that relates to your bank

The Braintree Bank Integration application extends the standard functionality of Microsoft Dynamics 365 Business Central by providing seamless integration with…

Request a supplier bank account to be verified by the bank from supplier bank account

On Bank Account Card page, select the Bank Statement Import Format that relates to your bank

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Search for ‘Debtors Collection’, and select the page. It’s a good idea to bookmark the page. The dashboard will

The Forward Exchange Contracts module is a tool to assist importers manage their foreign currency exposures on purchases. It provides options to reduce the risk…

Products which are purchased for resale or for production may attract surcharges such as freight, import duties, inspection fees. Some of these costs may only be…

Trade Assistant brings together useful functions related to the management of Supply Chain in Microsoft Dynamics 365 Business

The Vendor Reconciliation module of Braintree Trade Assistant allows a business to match the transactions which appear on the creditor’s statement of account, and…

Open your Microsoft Dynamics Business Central tenant. Search for Extension Management. From the extension management page, select ‘AppSource Gallery’. This may take…

As a business, you procure products and services from external suppliers. The supplier maintains a record of what they have supplied to your business, and issues…

We’d love to hear your ideas! Submit a feature request below and discuss it with our team via

The Braintree ZRA Smart Invoice Connector enables you to automate your tax compliance and submission processes with the ZRA system. Integration happens in the…

The Braintree ZRA Smart Invoice Connector is a software solution designed to integrate with the Zambia Revenue Authority (ZRA) system, enabling businesses to…

Before using the Braintree ZRA Smart Invoice Connector, you need to set up and configure the system. This

Open your Microsoft Dynamics Business Central tenant. Search for Extension Management. From the extension management page, select ‘AppSource Gallery’. This may take…

As a business, we procure products and services from external suppliers. The supplier maintains a record of what they have supplied to our business, and issues…

If you encounter any issues or errors while using the Braintree ZRA Smart Invoice Connector, refer to the troubleshooting guide