Use these steps to share your financial reports from Microsoft Business Central if you've been provided a secure URL for a Strongbox collection.
If you've received a secure URL for Strongbox, follow that link to access the Strongbox Portal for your specific financial institution.
Requirements:
- You must log in as an Admin user for your Microsoft Business Central company in order to approve the connection to Strongbox.
Select your accounting system
To share your financial reports click the button for Microsoft Business Central.
Review requested information
The next screen provides additional background information about Strongbox and the process for sharing your financial information. Note, the specific dates to be shared are provided. Click Continue with Microsoft Business Central to proceed.
Confirm connection choice
Click the teal Connect to Microsoft Business Central button to launch the Microsoft Business Central login screen.
Microsoft Business Central Alert
Before making your first connection to Microsoft Business Central, you may receive an alert that advises you that Booyami, which is Strongbox's parent company, needs admin approval to access your file
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Sign into Microsoft Business Central
In the official Microsoft Sign In window, provide the Email and Password for an Admin account with access to the correct Business Central company.
Select the Business Central company to connect
Collecting from Microsoft Business Central
At this point, you have the option to select "Map Chart of Accounts". If this is something you would like to do, please review this article "How to Map Chart of Accounts in Microsoft Business Central" for more information
If you opt not to do this step, you can proceed by clicking on the Connect button
When the connection starts the portal will provide a progress bar and status updates.
Congratulations!
The Strongbox Portal window will announce when the collection is complete. You've successfully collected reports from Microsoft Business Central!
Your financial institution may give you an opportunity to upload additional documents or download a copy of the submitted reports.
