User guide

Help for users and administrators

Watch videos

Business Central Integration


Use the Manage Company screen in system settings to control the export and integration of Zetadocs Expenses with your Dynamics 365 Business Central system.


Under Connection, set the following information:

Web Service Type:

Choose Zetadocs Extension for Business Central if you have already installed the Zetadocs Expenses Extension.

Database Type:

Choose the Business Central region you are connecting to.

Web Service URL:

Enter the web service URL created during the Assisted Setup for Zetadocs Expenses.



Web Service User Name:


Enter the user name of the user you created the web service key. Typically this is the expenses processor in you Accounts Payables team that is licensed to use Business Central.

Web Service Access Key:

Enter the web service access key created for the web service user name.

Note: You will have to log into Business Central as the user specified above to see their own web service access key in plain text.

If you have more than one Business Central company, repeat the steps above for each company.