Moving from Xero to Dynamics 365

AndrewMP1

Hello,

We're moving from Xero to D365 FO in the coming months and have realised that we may now need to manually export and import expense data between the two services; Expensify fully integrates with Xero which has made the process quite automated.

We have around 70 high-use Expensify users at this time. Is the manual process time consuming?

I've tried contacting Stoneridge multiple times (listed as integration partner on the Expensify website) but haven't heard back.

Thanks,

Andrew

Matt Moore

Hi @AndrewMP1, and welcome to the Expensify Community!

We'll be happy to offer guidance on your move to Dynamics 365.

Have you read our help doc on Dynamics 365?

Stoneridge Software have created a connector for Expensify and Dynamics 365. The connector automatically pulls Approved expense reports into Dynamics 365 for reporting and reconciliation. The connector works for both Dynamics 365 Business Central and Dynamics 365 for Finance & Operations.

This should mean that you won't need a manual process and you won't find things too different from your previous setup with Xero.

Have you contacted Stoneridge using their contact form? Let me know if you have any questions in the meantime and I'll be happy to look into them for you!

AndrewMP1

Hi Matt,

Thanks for the assistance.

The only feedback I've received from Stoneridge was the automated "Thank you for your interest in Stoneridge Software! One of our team members will be in touch with you shortly. " email - this was received on the 21st of March.

I'll try the form again, but if you have any direct contacts please send me their email address.

Thanks,

Andrew

Rachael Hopkins

Hi @AndrewMP1 , the lovely @Sheena Trepanier tracked down a number for you!

tel:612-354-4966