| Account Setting | Description | Shortcodes | Example | Example Shortcode |
|---|
| BC Tenant Name | Name of the Business Central Tenant to connect to. |
|
| NULL |
| BC Dimension Names | When mapping to dimensions, this allows the user to specify, positionally, the name of each dimension. Enter the names of the configured dimensions, separated by pipe characters, in the same order the dimension values are specified in in cost center mappings. |
|
| NULL |
| BC Tax Code | Projector will use this as the tax code in all transactions sent over to Business Central. Tax should be set up with a 0% rate, as Projector handles taxes as separate items. |
|
| PPSATAX |
| BC A/P Transaction Description Field Format | Description field format for payment vouchers.. | |
| Projector {1} Txn#{2:D10},{0},{6} ;{3};Exp Doc #{8};Vendor Ref #{7} |
| BC A/R Transaction Description Field Format (client level invoices) | Description field format for client level invoices. The limit is 100 char. | - {0} - Accounting Period - Recommend you use period strings like 2022-02 for Feb, 2022 as it is fixed width and easily sortable
- {1} - "AR" - Hardcoded to this string
- {2} - AR Transaction # - recommended you string format this to a fixed number of digits.
- {3} - Your installation's account name
- {4} - The display name of the user who sent the transaction
- {5} - Date and time the transaction was sent from Projector
- {6} - Invoice #
- {7} - Invoice Name
- {8} = Client Number
- {9} = Client Name
- {10} = Purchase Order Number
- {11} = Engagement Code
- {12} = Engagement Name
- {13} = Project Code
- {14} = Project Name
|
| Projector {1} Txn#{2:D10},{0},{6} ;{3};{10} ({9}) |
| BC A/R Transaction Description Field Format (PO level invoices) | Description field format for purchase order level invoices. The limit is 100 char. | - {0} - Accounting Period - Recommend you use period strings like 2022-02 for Feb, 2022 as it is fixed width and easily sortable
- {1} - "AR" - Hardcoded to this string
- {2} - AR Transaction # - recommended you string format this to a fixed number of digits.
- {3} - Your installation's account name
- {4} - The display name of the user who sent the transaction
- {5} - Date and time the transaction was sent from Projector
- {6} - Invoice #
- {7} - Invoice Name
- {8} = Client Number
- {9} = Client Name
- {10} = Purchase Order Number
- {11} = Engagement Code
- {12} = Engagement Name
- {13} = Project Code
- {14} = Project Name
|
| Projector {1} Txn#{2:D10},{0},{6} ;{3};{13} |
| BC A/R Transaction Description Field Format (engagement level invoices) | Description field format for engagement level invoices. The limit is 100 char. | - {0} - Accounting Period - Recommend you use period strings like 2022-02 for Feb, 2022 as it is fixed width and easily sortable
- {1} - "AR" - Hardcoded to this string
- {2} - AR Transaction # - recommended you string format this to a fixed number of digits.
- {3} - Your installation's account name
- {4} - The display name of the user who sent the transaction
- {5} - Date and time the transaction was sent from Projector
- {6} - Invoice #
- {7} - Invoice Name
- {8} = Client Number
- {9} = Client Name
- {10} = Purchase Order Number
- {11} = Engagement Code
- {12} = Engagement Name
- {13} = Project Code
- {14} = Project Name
|
| Projector {1} Txn#{2:D10},{0},{6} ;{3};{12} ({11}) |
| BC A/R Transaction Description Field Format (project level invoices) | Description field format for project level invoices. The limit is 100 char. | - {0} - Accounting Period - Recommend you use period strings like 2022-02 for Feb, 2022 as it is fixed width and easily sortable
- {1} - "AR" - Hardcoded to this string
- {2} - AR Transaction # - recommended you string format this to a fixed number of digits.
- {3} - Your installation's account name
- {4} - The display name of the user who sent the transaction
- {5} - Date and time the transaction was sent from Projector
- {6} - Invoice #
- {7} - Invoice Name
- {8} = Client Number
- {9} = Client Name
- {10} = Purchase Order Number
- {11} = Engagement Code
- {12} = Engagement Name
- {13} = Project Code
- {14} = Project Name
|
| Projector {1} Txn#{2:D10},{0},{6} ;{3};{12} ({11}) |
| BC G/L Comment Field Format | Comment field format for journal entries. | - {0} - Accounting Period - Recommend you use period strings like 2014-02 for Feb, 2014 as it is fixed width and easily sortable
- {1} - "GL" - Hardcoded to this string
- {2} - GL Transaction # - recommended you string format this to a fixed number of digits.
- {3} - Your installation's account name
- {4} - The display name of the user who sent the transaction
- {5} - Date and time the transaction was sent from Projector
- {6} - GL Batch #
- {7} - The description on a transmitted cost card or the description on a reconciliation item
- {8} - The expense report number on a transmitted cost card (not populated for reconciliation items)
- {9} - Client Number
- {10} - Client Name
- {11} - Engagement Code
- {12} - Engagement Name
- {13} - Resource Display Name
- {14} - Project Code
- {15} - Project Name
- {16} - Payment Voucher # (only populated when you have reconciliation items)
|
| PPSAGJE |
| BC G/L Display Name Field Format | Display name field format for journal entries. | - {0} = Company Number
- {1} - Accounting Period - Recommend you use period strings like 2022-02 for Feb, 2022 as it is fixed width and easily sortable
|
| C{0}-AP{1} |
| BC G/L Transaction Description Field Format | Description field format for journal entries. The limit is 100 char. | - {0} - Accounting Period - Recommend you use period strings like 2014-02 for Feb, 2014 as it is fixed width and easily sortable
- {1} - "GL" - Hardcoded to this string
- {2} - GL Transaction # - recommended you string format this to a fixed number of digits.
- {3} - Your installation's account name
- {4} - The display name of the user who sent the transaction
- {5} - Date and time the transaction was sent from Projector
- {6} - GL Batch #
- {7} - The description on a transmitted cost card or the description on a reconciliation item
- {8} - The expense report number on a transmitted cost card (not populated for reconciliation items)
- {9} - Client Number
- {10} - Client Name
- {11} - Engagement Code
- {12} - Engagement Name
- {13} - Resource Display Name
- {14} - Project Code
- {15} - Project Name
- {16} - Payment Voucher # (only populated when you have reconciliation items)
|
| Projector {1} Txn#{2:D10},{0},{6} ;{3};{14};{7};{8};{16};{13} |
| BC G/L Transaction Document Number Field Format | Document Number field format for journal entries. | |
| DOC{1} |
| Create Vendors in BC Automatically | Turn this setting on to have Projector create vendors in Business Central automatically as necessary. | When Projector tries to send over an AP transaction and the vendor does not already exist in Business Central, Projector will attempt to create the vendor in BC. Note there is no ongoing synching of vendors, only initial creation. |
| 0 |
| Create Customers in BC Automatically | Turn this setting on to have Projector create customers in Business Central automatically as necessary. | When Projector tries to send over an AR transaction and the customer does not already exist in Business Central, Projector will attempt to create the customer in BC. Note there is no ongoing synching of customers, only initial creation. |
| 0 |