PlanMill Invoice Connector for MS Dynamics NAV – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

PlanMill Invoice Connector for MS Dynamics NAV

The PlanMill Invoice Connector for MS Dynamics NAV allows you to integrate PlanMill ERP with Microsoft Dynamics NAV.

When Microsoft Dynamics NAV is your chosen accounting solution then activate the PlanMill Invoice Connector for Dynamics NAV add-on to automatically transfer your invoice files via SFTP connection.

This service enables sales invoice data to transfer from PlanMill ERP to Dynamics NAV fully automated. Transferred data contains customer and product information, sales invoice and sales accounts.

Invoice Connector to Dynamics NAV form together a cost-effective cloud based ERP solution, as well as comprehensive solution for professional service and project centric companies.

Availability: Finland.

Benefits

  • Accuracy - with Invoice Connector, the automatic flow of data eliminates manual data extracts and imports that can lead to errors and reporting delays.
  • Time - use your valuable time to more productive work.

Features

  • Automatic transfer of sales invoices into accounting.
  • Support for PDF invoice copy and attachments.
  • Support for chart of sales accounts and additional dimensions.

Requirements

  • PlanMill ERP (incl. Sales Orders and Products).
  • PlanMill Invoice Connector for Dynamics NAV (add-on).
  • Dynamic NAV agreement including a connector between SFTP server and NAV.
  • Finvoice XML compatibility required.

Get started

  1. Order your PlanMill Invoice Connector for Dynamics NAV add-on service incl. setup pack
  2. Contact your internal IT or a Microsoft partner to establish connection between PlanMill and Dynamics NAV via SFTP.
  3. Provide us with the access credentials and address along any dimension details.

More information

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