NEW FEATURES – MS Dynamics 365 BC (Business Central) – TAPP BC
Link your GoCardless account/s to a company in Dynamics 365 Business Central – Each company in Business Central can be linked to one or more GoCardless accounts to enable the generation of payment requests via TAPP and the processing of payouts directly in Business Central.
Data Migration for Customers – Import existing customers in your GoCardless Account to Business Central to issue payment requests to already existing customers
Data Migration for Direct Debit Mandates – Import existing Direct Debit Mandates of your customers in your GoCardless Account to Business Central to issue payment requests to already existing customers using their direct debit mandates.
Customer Reconciliation – GoCardless Customers can be reconciled with Business Central customers to maintain customer data in sync in both platforms.
Direct Debit Mandates Reconciliation – GoCardless Direct Debit Mandates can be reconciled and imported within Business Central to enable the selection of an already existing mandate when issuing a payment request.
Customer Onboarding – Onboard your new customers on GoCardless and trigger the creation of a new direct debit mandate via Business Central.
GoCardless Merchant Bank Accounts Reconciliation – Your GoCardless Bank Accounts can be reconciled within Business Central Banks to maintain bank data in sync in both platforms.
GoCardless Merchant Tax Rates Reconciliation – Reconcile your merchants’ GoCardless Tax Rates with your Business Central VAT Product Posting Groups for tax processing.
GoCardless Merchant Schemes Reconciliation – Reconcile your merchants’ enabled schemes in Business Central to generate billing and payment requests.
Currency Mapping – Map your Business Central currencies with GoCardless currencies to ensure compatibility when issuing billing and payment requests.
GoCardless Account Selection (Sales Documents) – Decide which GoCardless Account to issue the payment request from.
Issue Instant Bank Payment Requests – Issue a straightforward transaction where a customer is charged a single amount for goods or services using an instant bank payment.
Issue Billing Requests for enabled Direct Debits for new customers – Issue Billing Requests with Instant Bank Pay (IBP) + Direct Debit Mandate (DDM), to collect an instant payment while simultaneously setting up a Direct Debit Mandate for future transactions. This ensures immediate settlement of the first payment and seamless automation of recurring payments.
Issue Payment Requests for enabled Direct Debits of existing customers with existing mandates – Collect a payment from an already existing mandate of an already existing customer.
Generate billing/payment requests to customers from invoices & orders – When a sales order or an invoice is created for a customer in Business Central, this can be enabled for either IBP Request or DDM processing which will in turn process the payment in GoCardless automatically.
Issue a payment request with a pre-defined Charge Date – Assign a payment day to customers and issue a payment request with a pre-defined Charge Date when the payment should be processed
Retry Payment Request – Retry a failed payment request using the same or a different Direct Debit Mandate.
Cancel a Payment Request – Cancel a payment request to stop it from being processed.
Payments Reconciliation – Reconcile and view GoCardless payments directly within Business Central for seamless payment tracking and management.
Billing Request Reconciliation – Reconcile and view GoCardless billing requests directly within Business Central for seamless billing request tracking and management
Re-generate expired billing requests – Re-issue a new billing request URL after the 7-day expiration period.
Receive payouts automatically from GoCardless – Payouts are received in Business Central including all the related payments, fees and taxes if applicable.
Process Customer payment receipts – Automatically process customer payments via Business Central’s Cash Receipt Journal to reflect the payment in both the Customer Ledger and the Chart of Accounts including any fees incurred as expenses.
Process GoCardless Fees as purchases – Process any GoCardless Fees and taxes incurred as expenses via the purchase journal to reflect the fees invoice received by GoCardless.
Process GoCardless Fees payments – Process any GoCardless Fees and taxes incurred via the payment journal to reflect the deduction of the fees and the settlement of those fees with GoCardless.
Applicable only to customers who previously used GoCardless for Dynamics 365 Business Central – TAPP
Migrate from the previous version of GoCardless for Dynamics 365 Business Central – TAPP to the newly released version to ensure continuation of use.
Bug Fixes – MS Dynamics 365 BC (Business Central) – TAPP BC
Not Applicable for this release.