When you connect Re-Leased to Microsoft Dynamics 365 Business Central, financial data flows automatically between both systems. This article explains which entities sync, in which direction, and how the key fields map between Re-Leased and Business Central - so you know exactly what to expect when data moves between systems.
Sync Directions
Data can flow in different directions depending on the entity type:
- Two-way sync - data flows between Re-Leased and Business Central in both directions. Changes made in either system are reflected in the other.
- One-way sync (Business Central → Re-Leased) - data is created or updated in Business Central and imported into Re-Leased. Changes made in Re-Leased for these entities do not push back to Business Central.
Sync Entity Direction Table
| Re-Leased Entity | Business Central Entity | Sync Direction |
|---|---|---|
| Income Invoices | Sales Invoices | Two-way |
| Expense Invoices | Purchase Invoices | Two-way |
| Income Credit Notes | Sales Credit Memos | Two-way |
| Expense Credit Notes | Purchase Credit Memos | Two-way |
| Contacts (Income/Expense) | Customers / Vendors | Two-way |
| Income Payments (Receipts) | Customer Payments | Business Central → Re-Leased only |
| Expense Payments (Remittances) | Vendor Payments | Business Central → Re-Leased only |
| Credit Note Allocations | Apply Credit Memo | Business Central → Re-Leased only |
| Tracking Categories | Dimensions | Business Central → Re-Leased only |
| Tax Types | Tax Area / Tax Groups | Business Central → Re-Leased only |
| Chart of Accounts | Chart of Accounts (G/L Accounts) | Business Central → Re-Leased only |
| Bank Accounts | Bank Accounts | Business Central → Re-Leased only |
Invoices and Credit Notes
Invoices and credit notes are the core of the financial sync. Both income (customer-facing) and expense (supplier) documents are supported with two-way sync.
Income Invoices
Income Invoices in Re-Leased sync with Sales Invoices in Business Central. The following header fields are synced:
| Re-Leased Field | Business Central Field | Notes |
|---|---|---|
| Invoice Number | No. | |
| Reference | Your Reference | External document number |
| Issue Date | Document Date / Posting Date | |
| Due Date | Due Date | |
| Contact | Sell-to Customer No. | The customer must already be synced to Business Central |
| Subtotal (excl. tax) | Amount Excl. VAT | |
| Tax Total | VAT Amount | |
| Total (incl. tax) | Amount Incl. VAT | |
| Line Amount Type | Prices Including VAT | Whether prices are tax-inclusive or tax-exclusive |
| Status | Status | See Status Mapping below |
Each invoice line syncs the following fields:
| Re-Leased Field | Business Central Field | Notes |
|---|---|---|
| Description | Description | Maximum 100 characters |
| Quantity | Quantity | |
| Unit Price | Unit Price | Tax-exclusive |
| Line Amount (excl. tax) | Line Amount | |
| Line Amount (incl. tax) | Amount Including VAT | |
| Tax Amount | VAT Amount | |
| Account / Item | No. (Item or G/L Account) | Links to your synced Chart of Accounts or Items |
| Tracking Categories | Dimension Set ID | Maps to Dimensions in Business Central |
Expense Invoices
Expense Invoices in Re-Leased sync with Purchase Invoices in Business Central. The header and line fields are equivalent to income invoices, with these differences:
| Re-Leased Field | Business Central Field | Notes |
|---|---|---|
| Contact | Buy-from Vendor No. | The vendor must already be synced to Business Central |
| Reference | Vendor Invoice No. | Required for posting in Business Central |
| Unit Price | Direct Unit Cost |
Income Credit Notes
Income Credit Notes in Re-Leased sync with Sales Credit Memos in Business Central. The fields are the same as Income Invoices, with the following difference:
| Re-Leased Field | Business Central Field | Notes |
|---|---|---|
| Credit Note Number | No. | |
| Reference | Your Reference | External document number |
| Issue Date | Document Date / Posting Date | |
| Contact | Sell-to Customer No. |
Expense Credit Notes
Expense Credit Notes in Re-Leased sync with Purchase Credit Memos in Business Central. The fields are the same as Expense Invoices, with the following difference:
| Re-Leased Field | Business Central Field | Notes |
|---|---|---|
| Credit Note Number | No. | |
| Reference | Vendor Cr. Memo No. | Vendor's credit memo reference |
| Issue Date | Document Date / Posting Date | |
| Contact | Buy-from Vendor No. |
Payments
Payments sync in one direction only - from Business Central into Re-Leased. Payments you record in Re-Leased are not pushed back to Business Central.
Income Payments (Receipts)
Customer Payments in Business Central sync into Re-Leased as Receipts:
| Business Central Field | Re-Leased Field | Notes |
|---|---|---|
| Document No. | Receipt Number | |
| Posting Date | Payment Date | |
| External Document No. | Reference | |
| Customer No. | Paid By Contact | Linked via contact sync |
| Amount | Amount Paid | Calculated from applied entries |
| Applied to Document No. | Invoice Reference | Links the payment to the relevant invoice |
| Applied Amount | Amount Applied | Amount applied to each invoice |
If a payment in Business Central has unapplied funds remaining, Re-Leased will create an overpayment record to track the unallocated balance.
Expense Payments (Remittances)
Vendor Payments in Business Central sync into Re-Leased as Remittances:
| Business Central Field | Re-Leased Field | Notes |
|---|---|---|
| Document No. | Remittance Number | |
| Posting Date | Payment Date | |
| External Document No. | Reference | |
| Vendor No. | Paid To Contact | Linked via contact sync |
| Amount | Amount Paid | Calculated from applied entries |
| Applied to Document No. | Bill Reference | Links the payment to the relevant bill |
| Applied Amount | Amount Applied | Amount applied to each bill |
Contacts
Customers and Vendors in Business Central sync two-ways with Contacts in Re-Leased. Income contacts (debtors) map to Customers in Business Central, and expense contacts (creditors) map to Vendors.
| Re-Leased Field | Business Central Field | Notes |
|---|---|---|
| Contact Name | Name | |
| Street Address | Address | |
| Suburb | Address 2 | |
| Town/City | City | |
| State/Region | County | |
| Postcode | Post Code | |
| Country | Country/Region Code | Converted between country name and ISO country code |
| Phone | Phone No. | |
| Tax Number | VAT Registration No. | |
| Contact Category | Contact Type | Company or Person |
Invoice Status Mapping
Invoice and credit note statuses map between the two systems as follows:
| Business Central Status | Re-Leased Status | Notes |
|---|---|---|
| Draft | Awaiting Approval | Not yet posted |
| In Review | Awaiting Approval | Under review in Business Central |
| Open | Approved | Posted and awaiting payment |
| Paid | Approved | Fully paid |
| Canceled | Voided | Cancelled document |
| Corrective | Approved | Correction has been applied |
Tracking Categories (Dimensions)
Dimensions in Business Central sync into Re-Leased as Tracking Categories and their values as Tracking Options. This sync is one-way - dimensions are managed in Business Central and used in Re-Leased to categorise invoice lines.
When invoice or credit note lines sync, any dimension assignments on those lines are carried across and reflected as Tracking Category selections in Re-Leased.
Tax, Accounts, and Bank Accounts
The following reference data syncs from Business Central into Re-Leased and is used when creating invoices and matching transactions:
- Tax Types - Tax Groups from Business Central sync into Re-Leased. Because Business Central handles tax calculation automatically, tax types are imported as system-defined references. The actual tax calculation is performed by Business Central.
- Chart of Accounts - G/L Accounts from Business Central sync into Re-Leased and appear as account options on invoice lines.
- Bank Accounts - Bank Accounts from Business Central sync into Re-Leased for use in payment matching and reconciliation.