BancoOS + Business Central: setup, data flow and troubleshooting
A native API connector that keeps Microsoft Dynamics 365 Business Central as the financial system of record while BancoOS handles AP capture, 3-way matching, approvals and payments for Vietnam. This page documents how to wire the two together and how to keep them healthy in production.
Prerequisites
- A Business Central Online (SaaS) tenant or on-prem deployment with API access enabled.
- A tenant administrator able to grant OAuth consent for the BancoOS app.
- The Vietnamese localisation pack (or the BancoOS vendor extension) for MST and e-invoice fields on vendor and invoice records.
- BancoOS workspace admin rights to configure integrations.
Step-by-step setup
- Authorise the BancoOS app. A Business Central tenant admin opens Integrations → Business Central → Connect in BancoOS and grants OAuth consent for the requested API scopes.
- Select environment and company. Pick the Business Central environment and the specific company whose financial data BancoOS will manage.
- Map masters. BancoOS pulls vendors, GL accounts and dimensions and proposes mappings to workspace dimensions and tax codes. Confirm or override each mapping.
- Run a sample period. Enable parallel posting for one to two weeks. Reconcile daily using the Activity log and Business Central's Posted Purchase Invoices view.
- Go live. Make BancoOS the operational entry point. Business Central remains the system of record.
Expected data flows
| From | To | Object | Cadence |
|---|---|---|---|
| Business Central | BancoOS | Vendors and contact details | Hourly + on-demand |
| Business Central | BancoOS | GL accounts and dimensions | Daily |
| Business Central | BancoOS | Open purchase orders and receipts | Every 15 minutes |
| BancoOS | Business Central | Posted purchase invoices | On approval |
| BancoOS | Business Central | Credit memos | On approval |
| BancoOS | Business Central | Payment journal entries | On settlement |
Troubleshooting
OAuth consent fails during initial connect
Likely cause. The Business Central tenant administrator has not consented to the BancoOS app registration, or scopes were declined.
Fix. Have a tenant admin re-run the connect flow from Integrations → Business Central. Grant the requested API.ReadWrite.All and Financials.ReadWrite.All scopes.
Invoice rejected with 'posting period is closed'
Likely cause. Business Central has closed the period BancoOS is trying to post into.
Fix. Either open the period in Business Central or change the posting date on the invoice in BancoOS to a valid open period, then retry from Activity.
Dimension value not allowed
Likely cause. A dimension combination on the invoice violates a Business Central dimension rule (e.g. an account-specific blocking).
Fix. Adjust either the BancoOS approval/coding rule or the Business Central dimension rule, then retry. The Activity log shows the exact dimension code Business Central rejected.
Webhook events stop arriving
Likely cause. The Business Central subscription expired (subscriptions are valid for ~3 days and auto-renew, but tenant policy can block renewal).
Fix. Open Integrations → Business Central → Diagnostics → Renew subscriptions. If renewal still fails, check whether conditional access or service principal policies are blocking BancoOS.
Vendor MST missing on synced invoice
Likely cause. The Vietnamese localisation pack is not installed or the MST field is empty on the Business Central vendor record.
Fix. Install the Vietnam localisation in Business Central (or use the BancoOS vendor extension), populate the MST on the vendor, and re-sync masters.
Frequently asked questions
- Which Business Central versions are supported?
- BancoOS supports Microsoft Dynamics 365 Business Central Online (SaaS) and on-prem deployments with API access. Localised Vietnam fields including MST and e-invoice references are mapped automatically.
- Do I need Power Automate or custom middleware?
- No. The connector uses the official Business Central API directly. Power Automate flows can sit alongside it but are not required.
- How are Business Central dimensions handled?
- All global and shortcut dimensions sync into BancoOS as workspace dimensions. Invoice approval policies can route on any dimension value, and posted invoices carry the dimensions back to Business Central.