Dynamics 365 Business Central Integration

Overview

New for Summer

Connecting your Brex account to Microsoft Dynamics 365 Business Central can streamline accounting, reduce errors, and eliminate manual data entry. Key benefits include:

• Simplified accounting control: Tag expenses with dimension codes before exporting.
• Accurate data transfers: Send expenses, receipts, and memos directly from Brex to Business Central.
• Reduced manual work: Create rules and mappings to categorize transactions automatically.
• Aligned vendor data: Link Brex merchants to Business Central vendors for consistency.

To get started, please contact Brex Support.

Set up Microsoft Entra Oath authentication

Before connecting your Brex account to Microsoft Dynamics 365 Business Central, ensure you have set up Microsoft Entra Oath authentication to provide Brex with the credentials. This step allows Business Central to access your company data by granting the necessary permissions. You will create the authentication in Microsoft, creating three credentials: client ID, client secret, and tenant ID. Please record these as you proceed.

Register an app in Microsoft Entra

Step 1: In the Microsoft Entra portal, choose Enterprise Applications > Add > App registration.

Step 2: You will be asked to include the following information for registration:

• Assign a descriptive name that clearly indicates its purpose, such as Brex Integration.
• Under Supported Account types, select the first option for Single tenant.
• On the Redirect URL, select Web and input the following URL: https://businesscentral.dynamics.com/OAuthLanding.htm

Click Register.

Step 3: You will now have access to a client ID and tenant ID. Ensure to copy both values for the setup within Brex.

Step 4: From the side panel, go to API Permissions and select Add a permission.

Step 5: From the list of Request API Permissions, select Dynamics 365 Business Central > Application permissions. Make sure the following permissions are checked.

• App_access
• AdminCenter_ReadWrite.All
• API_ReadWrite.All
• Automation.ReadWrite.All

Step 6: Make sure to Grant admin consent for the permissions added by clicking on it next to Add a permission.

Step 7: Navigate to Certificates & secrets and select + New client secret. Fill in the Description with an easily identifiable description, such as Brex Integration, and set the expiration date. We recommend setting the maximum time, as you will have to refresh the client secret and update it in Brex once it’s expired.

Note: Ensure you copy the secret value right away, it will only be visible this time and will be needed for the setup in Brex.

You now have the client ID, client secret, and tenant ID, which are necessary to connect to Brex. To complete the setup, create a Microsoft Entra application in Business Central following the steps below.

Set up Dynamics 365 Business Central integration

You will need to set up two different Journal templates in Business Central and one Brex General Ledger account.

Step 1: Go to Finance > General Journals.

Step 2: Press + New and input Brex within the Name field, the Brex Journal Entries under Description, and GL Account under Balance Account Type field, and make sure Balance Account No. field is empty.

Step 3: Go to Cash Management > Payment Journals.

Step 4: Press + New and input Brex within the Name field, the Brex Journals under Description, and GL Account under Balance Account Type field, and make sure Balance Account No. field is empty.

Step 5: Create a ‘Brex Card’ GL Account by navigating to Finance > Chart of Accounts.

Set up the Brex integration in your dashboard

Now that you have completed the initial setup in Business Central, an admin, bookkeeper or any other users with the specific product capability can finish the process from their Brex dashboard.

Step 1: In your dashboard, go to Accounting and click Get started.

Step 2: Select Business Central and click Continue.

Step 3: Input your Business Central credentials. You will need client ID, client secret, and tenant ID. Click Connect when done.

Step 4: Select the company you want to connect to Brex. You will see a list of all available companies in your Business Central. You should select the company where you are spending on Brex.

Step 5: Click Business Central settings and map your GL accounts to indicate how we’ll export your transactions to Business Central. Map each category on Brex to the appropriate Business Central account type:

• Accounts payable: Liabilities or Bank
• Personal expense receivable: Assets or Liabilities
• Rewards: Income
• Manual Payments: Bank
• Reimbursement liability: Liabilities

Additional Features

Dimension codes

Brex bookkeepers, account admins, card admins, and any other users with the specific product capability can also tag transactions with dimensions prior to exporting them to Business Central. Users with other role types can also tag dimensions on their own expenses. Admins and any other users with the specific product capability can configure which dimensions users see via the Fields Library.

When you export your expenses to Business Central, all dimension fields will populate based on your selections within Brex.

Adding new dimension values to Brex

After adding new dimensions in Business Central, account admins, card admins, bookkeepers and any other users with the specific product capability can update Brex with the latest Business Central data by going to Accounting > Business Central settings. From there, click on the three dots and click Refresh. You can also click on Sync Settings and turn on Autosync fields. This will automatically refresh your dimensions, GL Accounts, Vendors, Customers, Projects, and Locations once a day.

Exporting transactions to Business Central

For a step-by-step tutorial on how to prepare, review, and export your transactions to Business Central, read this help article.

Both card expenses and reimbursements will appear in Business Central as journal entries. Make sure you have created Brex journal templates by following the steps above.

Note: Choosing CSV won’t automatically send the expense data to Business Central — they'll need to be added to Business Central manually. We’ll mark these transactions as exported to avoid duplicates the next time you export.

Disconnect Business Central

You can disconnect Brex from your Business Central account if you no longer want to directly export expense data from Brex.

Step 1: Log in to Brex and go to the Accounting tab.

Step 2: Click on Business Central settings.

Step 3: Click on the three dots next to Business Central settings in the upper left corner and click Disconnect.

Note: If you reconnect to the same account, disconnecting your integration will not impact your mappings.

Troubleshooting

The following are some issues you may encounter when using your Business Central integration. If you still have trouble or don’t see your problem listed here, please reach out to Brex Support via your dashboard.