MyFundAccounting.Online offers integration with office 365, allowing you to attach documents such as receipts or invoices to transactions. This means that files relating to transactions can be uploaded to and downloaded from the transactions themselves, making all important files easily accessible and in one place.
To link your Microsoft 365 account, go to your user profile, which can be accessed from Dashboard > Profile.
Click the MS 365 Permission tab.
If you have more than one group or branch set up in your organisation, select which group/branch this link is for from the dropdown menu.
You will need to enter your tenant ID which is listed in your office 365 account. The 'Finding your tenant ID' section below will help you locate this.
Enter your MyFundAccounting login password into the password box.
Click button ‘Connect to Microsoft 365’. You should now be connected.
Finding your tenant ID
To find your Microsoft 365 Tenant ID, you will first need to log in to your 365 account at office.com
Once logged in, click the symbol shown below in the top left-hand corner of the screen:
A menu will drop down with all the different Microsoft 365 application options as shown below:
Click the Admin option.
On the left-hand side of the admin centre, you will see a toolbar with several menu options. Click the button with three dots that reads ‘Show all’
Then, scroll down and click ‘Azure active directory’
On your dashboard, you will see a tile with the name of your organisation on top and ‘Azure AD’ at the bottom, which will look like this:
Click on this tile.
You will then be given an overview of the information on your account. Beneath the name of your organisation, you will see the Tenant ID. There is a small ‘copy’ button next to this, which will allow you to copy the ID to your clipboard.
You can then paste this into the Tenant ID field on your MyFundAccounting profile when connecting your Microsoft 365 account on the MS 365 Permission tab.
Once you have entered this and connected to Microsoft 365, you can begin assigning 365 accounts from your organisation.
To begin using MyFundAccounting’s integration with Microsoft 365 to its full potential, you will need to assign any existing 365 accounts within your organisation to their corresponding member records or user accounts.
Go to your profile from Dashboard > My Profile.
Click the MS 365 Members tab.
You will see a list of all the users in your organisation, including your own user account.
You can assign any other existing users to their corresponding 365 record from the list.