Transition to native Business Central integrations
The migration of existing customer environments to full public Business Central cloud has allowed for compatibility with native integrations from Microsoft and other vendors. This means Wiise will deprecate our custom integrations to favour these native solutions.
Shopify
Wiise Shopify solution will be deprecated in favour of the native Microsoft Shopify connector. Details of this integration can be found here Getting started with connector for Shopify - Business Central
Square
Wiise Square connector will be deprecated in favour of the native Square connector. Details of this integration can be found here Square Payments
Prospend
Wiise Prospend integration will be deprecated in favour of the native ProSpend connector. Details of this integration can be found here Microsoft Business Central Integration - ProSpend
Renaming of Application Areas
As part of an ongoing optimisation of Wiise features in the cloud we have renamed a number of application areas for consistency. The changes are as follows:
| Old Name | New Name |
|
Banking |
Wiise Banking (Yodlee) |
|
Landed Cost |
Wiise Landed Cost |
|
Payroll |
Wiise Payroll |
|
Purchase Requisitions |
Wiise Purchase Req |
|
Wiise Specific Reporting |
Wiise Reports |
|
User Defined Fields |
Wiise Custom Fields |
Field Name Changes to Wiise Australia app
The following field name changes have been made to the Wiise Australia app to ensure consistency in naming.
|
Extended Table No & Name |
Field Id |
Field Name |
Renamed to |
|---|---|---|---|
|
Table 18 - Customer |
16034605 |
Store Id |
KBIZ Store Id |
|
Table 270 - Bank Account |
16034599 |
BankFeed-ClientID |
KBIZ Bank Feed Client Id |
|
|
16034600 |
Bank Feed Status |
KBIZ Bank Feed Status |
|
|
16034601 |
Last Bank Feed Import Date |
KBIZ Last Bank Feed Imp. Date |
|
|
16034602 |
Problem Description |
KBIZ Problem Description |
|
|
16034603 |
Bank Feed Setup |
KBIZ Bank Feed Setup |
|
|
16034604 |
SISS Account Id |
KBIZ SISS Account Id |
|
|
16034605 |
Bank Feed Recon. Frequency |
KBIZ Bank Feed Rec. Frequency |
|
Table 950 - Time Sheet Header |
16034599 |
Sent To Wiise Payroll |
KBIZ Sent to Wiise Payroll |
|
Table 951 - Time Sheet Line |
16034599 |
Date |
KBIZ Date |
|
|
16034600 |
Start Time |
KBIZ Start Time |
|
|
16034601 |
End Time |
KBIZ End Time |
|
|
16034602 |
Break Start Time |
KBIZ Break Start Time |
|
|
16034603 |
Break End Time |
KBIZ Break End Time |
|
|
16034604 |
Sent To Wiise Payroll |
KBIZ Sent to Wiise Payroll |
|
|
16034606 |
Quantity |
KBIZ Quantity |
|
|
16034607 |
Work Description |
KBIZ Work Description |
|
Table 955 - Time Sheet Line Archive |
16034599 |
Date |
KBIZ Date |
|
|
16034600 |
Start Time |
KBIZ Start Time |
|
|
16034601 |
End Time |
KBIZ End Time |
|
|
16034602 |
Break Start Time |
KBIZ Break Start Time |
|
|
16034603 |
Break End Time |
KBIZ Break End Time |
|
|
16034604 |
Sent To Wiise Payroll |
KBIZ Sent to Wiise Payroll |
|
|
16034606 |
Quantity |
KBIZ Quantity |
|
|
16034607 |
Work Description |
KBIZ Work Description |
|
Table 1313 - Activities Cue |
16034675 |
CashAccountsBalance1 |
KBIZ Cash Accounts Balance 1 |
|
Table 5478 - Purch. Inv. Line Aggregate |
16034599 |
Job No. |
Obselete |
|
|
16034600 |
Job Task No. |
Obselete |
|
|
16034601 |
Job Line Type |
Obselete |
|
|
16034602 |
KBIZ Job No. |
Obselete |
|
|
16034603 |
KBIZ Job Task No. |
Obselete |
|
|
16034604 |
KBIZ Job Line Type |
Obselete |
Field Name Changes to Wiise base app
The following field name changes have been made to the base Wiise app to ensure consistency in naming.
|
Extended Table No & Name |
Field Id |
Field Name |
Renamed to |
|---|---|---|---|
|
Table 21 - Cust. Ledger Entry |
16034399
|
Sell-to Customer Name |
KBIZ Sell-to Customer Name |
|
Table 25 - Vendor Ledger Entry |
16034399 |
Buy-from Vendor Name |
KBIZ Buy-from Vendor Name |
|
Table 36 - Sales Header |
16034415 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034416 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034417 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034418 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034419 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034420 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 37 - Sales Line |
16034415 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034416 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034417 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034418 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034419 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034420 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 38 - Purchase Header |
16034417 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034418 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034419 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034420 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034421 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034422 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 39 - Purchase Line |
16034405 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034406 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034407 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034408 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034409 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034410 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 79 - Company Information |
16034501 |
Industry Level 1 |
KBIZ Industry Level 1 |
|
|
16034502 |
Industry Level 2 |
KBIZ Industry Level 2 |
|
|
16034503 |
Industry Level 3 |
KBIZ Industry Level 3 |
|
Table 81 - Gen. Journal Line |
16034405 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034406 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034407 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034408 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034409 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034410 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 83 Item Journal Line |
16034399 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034400 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034401 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034402 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034403 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034404 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
|
16034405 |
UserID |
KBIZ User Id |
|
Table 91 - User Setup |
16034415 |
Hide Line Profits |
KBIZ Hide Line Profits |
|
Table 133 - Incoming Document Attachment |
16034531 |
Document No. Copy |
KBIZ Document No. Copy |
|
|
16034532 |
Posting Date Copy |
KBIZ Posting Date Copy |
|
Table 181 - Posted Gen. Journal Line |
16034399 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034400 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034401 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034402 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034403 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034404 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 207 - Res. Journal Line |
16034399 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034400 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034401 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034402 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034403 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034404 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 210 - Job Journal Line |
16034399 |
Shortcut Dimension 3 Code |
KBIZ Shortcut Dimension 3 Code |
|
|
16034400 |
Shortcut Dimension 4 Code |
KBIZ Shortcut Dimension 4 Code |
|
|
16034401 |
Shortcut Dimension 5 Code |
KBIZ Shortcut Dimension 5 Code |
|
|
16034402 |
Shortcut Dimension 6 Code |
KBIZ Shortcut Dimension 6 Code |
|
|
16034403 |
Shortcut Dimension 7 Code |
KBIZ Shortcut Dimension 7 Code |
|
|
16034404 |
Shortcut Dimension 8 Code |
KBIZ Shortcut Dimension 8 Code |
|
Table 409 - SMTP Mail Setup |
16034425 |
Password |
- |
|
|
16034426 |
|
- |
|
Table 1001 - Job Task |
16034399 |
Budget (Total Cost FCY) |
KBIZ Budget (Total Cost FCY) |
|
|
16034400 |
Budget (Total Price FCY) |
KBIZ Budget (Total Price FCY) |
|
|
16034401 |
Usage (Total Cost FCY) |
KBIZ Usage (Total Cost FCY) |
|
|
16034402 |
Usage (Total Price FCY) |
KBIZ Usage (Total Price FCY) |
|
|
16034403 |
Contract (Total Cost FCY) |
KBIZ Contract (Total Cost FCY) |
|
|
16034404 |
Contract (Total Price FCY) |
KBIZ Contract (Total Pr. FCY) |
|
|
16034405 |
Contract (Invoiced Price FCY) |
KBIZ Contract (Inv. Price FCY) |
|
|
16034406 |
Contract (Invoiced Cost FCY) |
KBIZ Contract (Inv. Cost FCY) |
|
|
16034407 |
Remaining (Total Cost FCY) |
KBIZ Remain. (Total Cost FCY) |
|
|
16034408 |
Remaining (Total Price FCY) |
KBIZ Remain. (Total Price FCY) |
|
Table 1313 - Activities Cue |
16034450 |
CashAccountsBalance |
KBIZ Cash Accounts Balance |
|
Table 9053 - Sales Cue |
16034513 |
Sales This Month |
KBIZ Sales This Month |
|
Table 9054 - Finance Cue |
16034514 |
Overdue Sales Invoice Amount |
Overdue Sales Inv. Amt |
|
|
16034515 |
Overdue Purch. Invoice Amount |
KBIZ Overdue Purch. Inv. Amt |
|
Table 9144 - Approvals Activities Cue |
16034566 |
Purch. Req. Approval Request |
KBIZ Purch. Req. Approval Req. |
|
|
16034567 |
Purch. Req. Approved |
KBIZ Purch. Req. Approved |
(Coming Soon) Introducing Wiise bank feeds with Yodlee
We are excited to announce the new Wiise bank feeds feature with integrated open banking. Wiise bank feeds, powered by Envestnet Yodlee, connect you to thousands of banking institutions worldwide. Wiise bank feeds powers you to see real-time bank transactions without the need to use two separate systems. Wiise bank feeds retrieve financial information directly from your bank account and import the data into your Wiise account.
Wiise bank feeds have new features including:
-
Integrations with open banking
-
Simple and easy to use quick start set up
-
Home page panel for an easy view and access
-
Automatic bank transaction imports
-
Control what data you are sharing with your Wiise account
Open banking integration
Open banking is a financial practice that allows third-party apps to access your banking data securely, with your permission. It uses APIs to enable the exchange of information between banks and these external applications. The goal is to promote innovation and give you more control over your financial information. Wiise bank feeds uses open banking to keep your bank data secure and giving you the possibility to connect to thousands of banks worldwide.
New quick start set-up
Set up your bank feeds in a matter of minutes with the quick start set-up wizard. The easy-to-use set-up wizard enables you to get up and running with personalised bank feeds tailored to your business.
New home page bank feeds panel
The new home page panel enables you to see a simple view of bank transactions and real-time information directly from your bank account. The bank feed panel displays your bank information including:
-
Your connected bank accounts
-
Bank account balance
-
Latest bank statement balance report
-
Direct option to reconcile items and statements
-
Easy access to settings and notifications
Automatic bank feed imports
Wiise bank feeds automatically import the bank transactions from your connected accounts. With automatic imports, you no longer need manual effort to get your bank transactions into your Wiise company. The bank feeds refresh at different points of the day and have the option to be refreshed manually by the click of a button.
Control the data you share
With Wiise bank feeds, you are in control of the data you consent to share with the bank feeds. During the set-up, you will see what data the bank feeds will be collecting. At any point after setting up your bank feeds, you have the option to withdraw consent from using that bank account with Wiise.