Streamline external transaction processing in Business Central
Third Party Transactions helps organisations manage and process transactions from external systems within Microsoft Dynamics 365 Business Central. It eliminates manual reconciliation through automated, integrated transaction management and includes customisable features for importing transactions from Excel spreadsheets with user configuration only. The solution enhances Business Central's transaction processing by enabling seamless integration with external systems and third-party platforms.
Connect with external systems effortlessly. Businesses can easily link Business Central with external transaction sources. The app provides robust integration capabilities enabling smooth data flow between the ERP system and third-party platforms, ensuring synchronised and accurate transaction data. Intelligent transaction matching automatically identifies and links related transactions with customisable rules, exception management, and bulk processing. External system integration covers e-commerce platforms, POS systems, marketplace platforms, and Excel imports. Business Central document support extends to sales documents, purchase documents, general journals, item journals, and assembly orders.
Configure to match your business needs. Every business has unique transaction processing requirements. The flexible mapping tools allow organisations to define how third-party transaction data is translated and processed within Business Central. Custom field mapping maps external data fields to Business Central fields, transaction type configuration defines different processing rules by transaction type, validation rules set custom criteria for incoming transactions, and default values configure smart defaults to minimise manual data entry.
Enhanced transaction visibility. Maintains complete visibility of all third-party transactions with detailed audit trail functionality. The system tracks every step from import to reconciliation, ensuring compliance and providing insights for financial analysis. Complete history views the entire lifecycle of every transaction, user accountability shows who processed or modified each transaction, compliance support meets audit requirements with comprehensive transaction records, and exception documentation tracks resolution of transaction discrepancies.
Real-time transaction monitoring. Users gain immediate insights into third-party transaction status via an intuitive dashboard. It monitors transaction volumes, identifies exceptions, and tracks reconciliation progress in real-time. Visual analytics show transaction status at a glance with visual indicators, actionable insights immediately identify areas requiring attention, customisable views configure the dashboard to display critical metrics, and drill-down capability navigates from summary data to detailed transaction information.
Streamline financial processes. Eliminates manual entry of third-party transactions through automated posting capabilities. Users configure rules to automatically post validated transactions to appropriate accounts. Scheduled processing sets up automatic processing at defined intervals, rule-based posting creates rules for automatic transaction categorisation, batch processing handles high transaction volumes efficiently, and integration with approval workflows combines posting with approval processes when needed.
Third Party Transactions is licensed to end customers under the Southminds Extensions End User License Agreement. Current public pricing is shown above — for the full price list see Pricing.
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