To help best manage your accounts payable and receivable, here are some things to know about the customer and vendor sync between Bill.com and Microsoft Dynamics 365 Business Central (MSDBC).

Vendors

• Vendor No. is a required field in MSDBC. Set accounting preferences to auto-numbering if you have vendor sequencing on in MSDBC.
• If a vendor is set to Block: All in MSDBC, the vendor in Bill.com will be set to inactive. Unblock the vendor or block only payment in MSDBC to reactivate in Bill.com.
• If you delete/inactivate a vendor in Bill.com, the vendor will be updated to Block: All in MSDBC.
• If you use dimensions on a purchase invoice in MSDBC or a bill in Bill.com, you also need to add those dimensions to the vendor in MSDBC.

Customers

• Customer No. is a required field in MSDBC. Set accounting preferences to auto-numbering if you have customer sequencing on in MSDBC.
• If a customer in MSDBC is set to Tax Liable, transactions won't sync to Bill.com.
• If a customer is set to Block: All in MSDBC, the customer in Bill.com will be set to inactive. Unblock the customer or block only payment in MSDBC to reactivate in Bill.com.
• If you delete/inactivate a customer in Bill.com, the customer will be updated to Block: All in MSDBC.
• If you use dimensions on a sales invoice in MSDBC or an invoice in Bill.com, you also need to add those dimensions to the customer in MSDBC.