Note: New sync connections with Microsoft Dynamics GP are no longer available. If you currently have a sync connection with MSDGP, that sync will remain active and unchanged at this time.
The charts below show how each item or transaction syncs between Bill.com and Microsoft Dynamics GP (MSDGP).
Note: We sync with Microsoft Dynamics GP version 2018 or newer.
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 1-way from MSDGP to Bill.com |
| Departments | 1-way from MSDGP to Bill.com - Records from the Departments segment in MSDGP named in sync preferences sync to Bill.com as Departments. |
| Locations | 1-way from MSDGP to Bill.com |
| Classes | 1-way from MSDGP to Bill.com - Records from the Classes segment in MSDGP named in sync preferences sync to Bill.com as Classes. |
| Employees | 1-way from MSDGP to Bill.com - Records from the Employee segment in MSDGP named in sync preferences sync to Bill.com as Employees. |
| Projects/Jobs | Projects/Jobs do not sync |
| Payables | |
|---|---|
| Vendors | 2-way |
| Bills/Payables Transaction Invoices/Receivings Transactions | 2-way - Bills coded only to GL accounts in Bill.com sync to MSDGP as Payables Transaction Invoices. - Bills coded to items or items and GL accounts in Bill.com sync to MSDGP as Receivings Transactions. - Unpaid Payables Transaction Invoices or Receivings Transactions in MSDGP sync to Bill.com as bills. |
| AP Bill Payments | 1-way from Bill.com to MSDGP - Sync to the checkbook ID for the payment account in MSDGP as Manual Payments. - Payments won't sync to MSDGP unless the Payables Transaction/Receivings Transaction is posted. |
| Vendor Credits/Payables Transaction Credit Memos | 2-way - Vendor credits in Bill.com sync to MSDGP as Payables Transaction Credit Memos. - Unposted payables transaction credit memos in MSDGP sync to Bill.com as unapplied vendor credits. - Credit application doesn't sync, apply manually in both sides. - Posted payables transaction credit memos in MSDGP don't sync. - Return Transaction Entries in MSDGP don't sync. - Vendor Credits/Payables Transaction Credit Memos with items don't sync. |
| AP Funds Transfers | 1-way from Bill.com to MSDGP - Sync as Bank Transfer to the checkbook ID for the payment bank GL in MSDGP. |
| Voids | Voids don't sync - manually void in Bill.com and MSDGP. |
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way |
| Items | 1-way to Bill.com |
| Invoices/Sales Invoices | 2-way - Unpaid sales invoices in MSDGP sync to Bill.com as invoices. - Invoices in Bill.com sync to MSDGP as sales invoices. 1-way - Posted sales invoices MSDGP sync to Bill.com as invoices. Posted invoices cannot be edited in Bill.com |
| AR Payments | 1-way from Bill.com to MSDGP - Sync as a Cash Receipt to the checkbook ID for the payment account in MSDGP. - Payments won't sync to MSDGP unless the purchase invoice is posted. - Payments need to be posted in MSDGP |
| Credit Memos/Sales Invoice Returns | 2-way - Credit memos in Bill.com sync to MSDGP as Sales Invoice Returns. - Unposted Sales Invoice Returns in MSDGP sync to Bill.com as unapplied credit memos. - Credit application doesn't sync, apply manually in both sides. - Posted Sales Credit Memos in MSDGP don't sync. |
| AR Funds Transfers | 1-way from Bill.com to MSDGP - Sync as Bank Transfer to the checkbook ID for the payment bank GL in MSDGP. |
| Voids | Voids don't sync - manually void in Bill.com and MSDGP. |
| Other | |
|---|---|
| Auto Sync | Yes |
Things to know:
MSDGP's COA configuration is made up of segment strings which account for classifications/dimensions
- For example, the GL account for meals, department Customer Support, division Palo Alto may look like 01-05-2376 (the first two numbers are for the department segment, the next two are the division segment, and the final is the account for meals)
- We sync in a Segment from MSDGP
- If a user wants to sync in a Segment from MSDGP, they need to enter the Segment number into the sync preferences
- The segment list for that segment number will sync into Bill.com for the classification they select
- Example, select to sync Segment 01, which the user has named Divisions in MSDGP, to the Classes field in Bill.com - the entire list of divisions under segment 01 will sync to Bill.com as classes
Any transaction with classifications included on the transaction will sync to MSDGP without the classifications.
- We do not sync classes, departments, or employees with MSDGP
- These can be used on transactions to assist approvers in knowing what department or class a bill may be coded to (all users may not have the entire COA segment strings memorized), BUT they will not sync on the transaction
- The one exception is Locations. We sync the native MSDGP locations to the location field in Bill.com.
If a vendor is marked as 1099 in MSDGP, then any transactions created from the sync will be 1099.
We do not sync the MSDGP native Departments/Cost Centers
We do not sync the MSDGP native Jobs/Projects
We do not support MSDGP Project based accounting
