How to Set Up the Finance Tab in the Wetransact Portal?

some informations need to be fetch real time from microsoft we do connect through apis to revert back these data in an easy way in your wetransact ui user rights you will need a global admin role to perform this task 🟣 on partner center click on the little wheel on the top right step 1 screenshot 🟣 click on account settings step 2 screenshot 🟣 click on user management step 3 screenshot 🟣 click on microsoft entra applications step 4 screenshot 🟣 click add microsoft entra application step 5 screenshot 🟣 click on create azure ad application and "continue" step 6 screenshot 🟣 fill the following fields replace "yourcompany" by your company name name api yourcompanywetransact url https //www yourcompanywetransact io step 7 screenshot 🟣 give developer, business contributor, finance contributor & marketer roles step 8 screenshot 🟣 click on the newly created app registration step 9 screenshot 🟣 add new key step 10 screenshot navigate and login to your wetransact instance 🟣 this page will appear with your client id and the key leave that page open if you close it you won't be able to access your key again if you're in a doubt save these values step 11 screenshot 🟣 navigate to wetransact portal, click on update credentials or add under finance tab step 12 screenshot 🟣 type client id and client secret, then click validate credentials step 13 screenshot 🟣 a green message should appear telling you "credentials valid click on the save button to store them" click on save step 14 screenshot 🟣 finance tab is all set! step 15 screenshot