Aequo AP for Microsoft Dynamics 365 Business Central

A scheduled sync runs every hour, in this order: vendors, G/L accounts, then purchase orders. You can also run each one from Manage on the Business Central card in Aequo at any time. Draft purchase invoice lines use the G/L account type; item lines and dimensions are not set.

1. Purchase orders come in with their lines. Each order keeps its Business Central number, vendor, dates and currency, and each line its quantity, direct unit cost, amount and tax. Changed orders are read every hour, and every order at least once a day.
2. Invoices are matched line by line. When a captured invoice quotes a purchase order number, Aequo pairs its lines with the order’s lines and checks price and quantity against your tolerances, globally or per supplier. With partial invoicing turned on, an invoice that bills part of an order is treated as a partial invoice rather than an exception.
3. Receipts come from Aequo. Business Central’s API v2.0 purchase receipts do not carry the purchase order number, so Aequo does not import posted purchase receipts. For 3-way matching, upload delivery notes or record receipts in Aequo against the order’s lines.
4. Exceptions go to a queue. Variances outside tolerance open an exception in Aequo’s exception queue instead of sitting in email. Once resolved and approved, the invoice is created in Business Central as a draft.

• The draft carries the vendor, the vendor invoice number, invoice date, due date and, for foreign-currency invoices, the currency code. Each coded line becomes a G/L account line with its description and amount.
• Before creating it, Aequo looks in Business Central for a purchase invoice with the same vendor and vendor invoice number, looking back a year from the invoice date. If one exists, Aequo links to it instead of creating a second.
• If Business Central rejects any line, Aequo deletes the partial draft so nothing half-built is left behind, and shows the reason under Manage so you can fix the coding and retry.
• Duplicate, archived and failed documents in Aequo are never written back, and each invoice is written back at most once.

1. In Microsoft Entra, register an app, create a client secret, add the Dynamics 365 Business Central application permission API.ReadWrite.All and grant admin consent.
2. In Business Central, open the Microsoft Entra Applications page, add the app’s client ID, set it to Enabled and assign permission sets.
3. In Aequo, go to Settings > Integrations > Accounting, choose Microsoft Dynamics 365 Business Central and enter the tenant ID, environment name, company ID, client ID, client secret and local currency.
4. Select Test and connect, then run Sync vendors, Sync chart of accounts and Sync purchase orders from Manage.
5. Approve a small batch of invoices and review the draft purchase invoices in Business Central before posting them.

The Business Central setup guide has every click, the values to copy and troubleshooting.

• Microsoft permission. The app uses the Dynamics 365 Business Central application permission API.ReadWrite.All, which needs admin consent in your Microsoft Entra tenant. Aequo does not need Automation.ReadWrite.All.
• Business Central permission sets. What the app can read and change inside a company is set by the permission sets you assign on the Microsoft Entra Applications page. Aequo reads vendors, G/L accounts, purchase orders and purchase invoices, and creates vendors and draft purchase invoices. Microsoft does not allow the SUPER permission set for applications.
• Credentials. The tenant ID, client ID and client secret are stored encrypted in Aequo and sent only to Microsoft’s sign-in host (login.microsoftonline.com) and the Business Central API host (api.businesscentral.dynamics.com). The connection is fixed to one environment and one company.
• Revoking access. Select Disconnect under Manage in Aequo to stop syncing and writeback. To revoke access in Microsoft, set the app’s State to Disabled on the Microsoft Entra Applications page, delete its client secret, or delete the app registration in Microsoft Entra.

More on how Aequo handles data: security and privacy policy.

Approvers do not need Business Central licenses: approval happens in Aequo before the draft exists. Plans start at $199 a month with unlimited users; two-way matching to purchase orders is on every plan and three-way matching on Growth and above. See pricing. Vendor payments in Aequo are coming soon; today you pay vendors in Business Central.