Introduction
Prerequisites
What Ramp looks like
Setup
Multi Entity
Multi-entity Ramp customers using Microsoft Business Central and the supported multi-entity management extension are able to manage their entities using the guide below.
In order to utilize the Ramp native functionality around entity setup structure the BSSI MEM extension must be installed. The liability and expense side of a transaction will go to the corresponding Ramp entity in Business Central.
Alternatively, entities can be denoted as an accounting field on transactions/reimbursements/bills. The name of the accounting field will show in Ramp as "Expense [name of MEM entity dimension name in Business Central]". This accounting field is optional.
- When you code to the accounting field directly for MEM, the liability side of the transaction will still go to the MEM entity associated with the transaction's Ramp entity, but the expense side will go to the accounting field MEM dimension you selected on the transaction/reimbursement/bill.
- What this means is that it will optionally override the entity for just the expense side of the transaction. This creates a cross-entity transaction and Business Central adds the appropriate entity payable/receivable lines automatically.
For more information on how to configure please visit: Microsoft Dynamics Business Central | Multi-entity management overview
How will transactions appear in Business Central?
For customers using the BSSI Multi-Entity Management extension transactions will also include entity-specific general journal information. Specifically, each transaction will include an Entity header such as the example below where Department is included in the header to highlight these transactions are associated with the Prod entity.
How will reimbursements appear in Business Central?
How will bills appear in Business Central?
How will statement payments appear in Business Central?
Frequently Asked Questions (FAQs)
Does Ramp support one Ramp account to multiple Business Central companies?
Ramp does not support one Ramp account to multiple Business Central companies. However, Ramp does support multiple Ramp accounts to one Business Central company.
Why doesn't Ramp auto-post the information that they sync into Business Central?
Users will still be required to click the "post" button in Business Central in order to push the journal lines to the general ledger. The reason behind this is that Business Central provides rich error messaging with posting that we are not able to replicate.
Does Ramp support Business Central dimensions?
Yes, Ramp supports dimensions when syncing transactions, reimbursements, and bill line items.
Does Ramp support Business Central Project General Ledger journals?
Yes, Ramp supports Project General Ledger Journals. Project General Ledger journals are a subtype of General journals. The only difference between Project G/L Journal and G/L Journal is that the Project G/L Journal will show the project details within the Business Central UI by default.
Ramp does not support Project Journals because these do not include accounting data.
Why am I getting an error when trying to sync my bill payment?
You will receive the below error when attempting to sync a bill payment from Ramp to Business Central before posting the purchase invoice from the initial bill you synced.
Example error:
How does Ramp handle Vendors?
Business Central vendors are not required to sync a transaction. In other words, if you don't code a Business Central vendor to your transaction, then Ramp will sync it over without any associated vendor account and will default to putting the vendor name in the memo. We do not use a fallback, default vendor account.
Does Ramp's Microsoft Dynamics Business Central Integration automatically update vendor cards in Business Central?
No, Ramp’s integration with Microsoft Dynamics Business Central does not include functionality to update Vendor Cards. These are not part of the data synchronization supported by the integration. If you need Vendor Card updates, you will need to manage them directly in Business Central or explore alternative solutions.
Why aren't my receipts for journal lines or invoices syncing?
Once a transaction is synced and posted Ramp is unable to attach receipts. In other words, receipts must be attached before the transaction is synced over.
Is Purchase Order functionality supported?
At this time, this functionality is not supported with the Business Central Integration.
Why is Ramp not pulling in my credit card liability, cash account, or cash back account in Sync Settings?
To ensure Ramp pulls your credit card liability and cash accounts from Microsoft Business Central, configure your credit card liability accounts as Posting accounts with Direct Posting enabled and ensure their GL account type is set to Liability. While linking them to a bank account via a Bank Account Posting Group is optional, it can also work.
For cash back accounts, configure them as Posting accounts with Direct Posting enabled. Additionally, for asset GL accounts, ensure they are connected to a bank account via a Bank Account Posting Group, as this is required for Ramp to pull them.
Why Do Ramp Transactions Sometimes Credit a Bank Account Instead of the Liability GL Account?
When syncing transactions to Business Central (BC), the logic used by Ramp can be more complex than it seems. Here’s an explanation to help clarify:
Querying BC Environment: When recording a credit liability account line, Ramp queries your BC environment for bank accounts connected via a BC bank account posting group to the liability GL account selected in Ramp.
Single Bank Account: If there is exactly one bank account tied to the selected liability GL account, Ramp credits this bank account instead of the GL account.
Zero or Multiple Bank Accounts: If there are zero or multiple bank accounts tied to the selected liability GL account, Ramp credits the GL account directly.
Example of a Common Issue:
Scenario: A customer’s BC admin created a liability bank account linked to the Ramp liability GL account through a posting group.
Result: When syncing transactions, the bank account is credited instead of the GL account.
Solution: If you want the transactions to credit the GL account directly, delete the unnecessary bank account linked to the Ramp liability GL account. This way, Ramp will credit the GL account directly.