To link with BBC Easy, you must connect from the computer where you normally access Microsoft Dynamics GP. If your account is currently set to a different accounting system click the Change Accounting System button to make the proper choice.
- Start by clicking either the New Finagraph or New Borrowing Base buttons.
- If you have Chrome or FireFox you'll be prompted to install a browser extension the first time you connect.
- Installing the FinancialLink extension for Google Chrome
- Installing .NET Framework Assistant for the Firefox Browser
- On the Collecting Financial Details page specify the correct reporting date and click the Link to BBC Easy button.
- If a Security Warning dialog box appears, verify it shows Booyami as the publisher and click Run.
- A Launching Application window will appear when FinancialLink starts. The process will ensure that all prerequisites have been installed and FinancialLink is able to communicate with your accounting system. No user feedback is required; while FinancialLink processes the data do not turn off or unplug your computer.
- To ensure the security of the data exchange, the FinancialLink cannot query your financial data until access to Dynamics is approved. On the first screen of the Link wizard select your Dynamics database server from the list and click Next.
- Next enter your User ID and Password used to access the Microsoft Dynamics GP database. Click Next to continue.
- Lastly select which company in the database you want to link with. When finished, click Link.
- The FinancialLink process will then collect the reports necessary. You'll see a page with status of the process. The first box reports on the progress of data collection from Microsoft Dynamics GP - the speed is determined by the size of the database and power of the Dynamics server. The second box shows the progress of the upload to our servers - this is limited by the upload speeds of your internet connection. The final box tracks the progress of our cloud service analyzing the data and creating your Borrowing Base.
- When completed, you'll be presented with your new report.
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