Rydoo Pages Setup in Rydoo and Dynamics 365 Business Central

The following pages set up in Rydoo should be verified in Microsoft Dynamics 365 Business Central:

Create Users > Rydoo Users

The users can be managed in Rydoo or COSMO Travel Expense Management. Choose the Load All from Rydoo action to download all the users from Rydoo to COSMO Travel Expense Management.

However, we recommend creating and editing the users in COSMO Travel Expense Management.

There are two options to create new users:

  • Employees
  1. Open the employees by using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter the relevant page name, and then choose the related link.
  2. Add the required employees by choosing the New action on the menu.
  3. A new Employee Card opens, in which the relevant information can be entered.
  • Vendors
  1. Open the vendors by using Tell Me. Choose the Lightbulb that opens the Tell Me feature icon, enter the relevant page name, and then choose the related link.
  2. Add the required vendors by choosing the New action on the menu.
  3. A new Vendor Card opens, in which the relevant information can be added.
Note

Creating Rydoo Users from an employee and posting on an employee is available in version 2018 and later.

After creating the required users, upload them to Rydoo by choosing Save All to Rydoo on the menu.

Important actions on the Rydoo Users page

Choose the New action to open a new Rydoo User Card and create a new user.

Choose Manage > Edit or View to open the entry for editing or viewing.

Choose the Open in Excel action to open or save a Microsoft Excel worksheet with the data exported from the list.

How to use fields created in Microsoft Dynamics 365 Business Central and uploaded to Rydoo

Create User

Employee

  • FirstName = Employee."First Name"
  • LastName = Employee."Last Name"
  • Enabled = false (default)
  • Email = Employee."E-Mail"
  • Country = Branch."Country Code Rydoo"
  • Language = Branch."Default Language Code"

Vendor

  • FirstName = Vendor.Name
  • LastName = Vendor."Name 2"
  • Enabled = false (default)
  • Email = Vendor."E-Mail"
  • Country = Branch."Country Code Rydoo"
  • Language = Branch."Default Language Code"

Create Jobs > Rydoo Projects

Jobs should be managed in Microsoft Dynamics 365 Business Central. Edit the jobs in COSMO Travel Expense Management and upload them to Rydoo by choosing the Save All to Rydoo action on the menu.

Note

The Load All from Rydoo function downloads all the projects from Rydoo to COSMO Travel Expense Management and should only be used for error correction.

The Rydoo projects correspond to jobs in standard Microsoft Dynamics 365 Business Central. Open the relevant Job Card, go to the Tasks FastTab and choose the Create in Rydoo action on the Travel Expense menu.

When the status of a Microsoft Dynamics 365 Business Central job is set to Closed, all Rydoo projects will be changed to inactive as well. If this does not occur, check for API transfer errors.

How to use fields created in Microsoft Dynamics 365 Business Central and uploaded to Rydoo

Create Project

Job Task

  • Name = Job.Description – JobTask.Description
  • RefId = JobTask."Job No."-JobTask."Job Task No."
  • IsActive = true (default)
  • Branch = (Branch.Default = true)

Create Dimension Values > Rydoo List Items / Dimension Values

It is possible to provide dimensions for the custom fields as additional fields in expenses or trips. Dimensions are attributes and values that categorize entries so you can track and analyze them. For example, dimensions can indicate a cost center or department from where the entry originates.

The custom fields are entered in Rydoo. Choose the Load All from Rydoo action to download all custom fields and their list items from Rydoo to COSMO Travel Expense Management.

However, we recommend that you generate / edit the dimension values (Dimension Values become List Items in Rydoo) using COSMO Travel Expense Management.

Associated Dimension Values will not automatically become List Items. Therefore, after creating the dimensions, dimension values should be added for the dimensions. On the Dimensions page, choose the Dimension Values action on the Dimension menu to view or edit the dimension values for the current dimension.

After creating the dimension values, choose Travel Expense > Create in Rydoo on the Actions menu to load the dimension values to Rydoo.

How to use fields created in Microsoft Dynamics 365 Business Central and uploaded to Rydoo

Create List Item

Dimension Value

  • Name = "Dimension Value".Name
  • ExternalId = "Dimension Value".Code
  • Status = Enabled (default)
  • Limitations.BranchId = (Branch.Default = true)

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