How to start using CostPocket with Microsoft Dynamics 365 Business Central?

Connect CostPocket to Microsoft Dynamics 365 Business Central for easy document management. Digitise documents and forward them to Microsoft Dynamics 365 Business Central.

The CostPocket integration with Dynamics 365 Business Central is available for all Business Central versions (including ver.13) and environments (both On-Premises and Saas are supported). The integration is developed and offered by BCS Itera. 

1. Initiate the installation of the solution at the Microsoft Appsource link:

Appsource

See the integration description and tutorial created by BCS Itera here: How to start using?

2. Download CostPocket app on Android or iOS, or use the Cloud (web version) and register a user account using same email address as when you log in to Microsoft Dynamics 365 Business Central.

This way our system understands that you started your sign up from Microsoft Dynamics 365 Business Central and you will be added as an administrator to the right company. 

Documents can be sent as reports (expense reports or travel reports). Learn more about creating and submitting documents and reports in our tutorials here:

Single expense submission
Submitting mileage, travel, and expense reports
Submit documents by email