---
title: How to Set Up the Finance Tab in the Wetransact Portal?
slug: how-to-set-up-the-finance-tab-in-the-wetransact-portal
icon: {"faIcon":"fa-brands fa-wordpress"}
docTags: 
createdAt: 2025-06-19T11:50:01.370Z
---

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.

:::hint{type="success"}
**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](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/69bfad04-5ef3-45c2-a272-f6d890aaf9d1/07617763-c308-4c00-8d2d-d8d1eebea77c.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=1075\&mark-y=5\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMwMjE3NzQmdz02NSZoPTY1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 🟣 Click on Account settings

![Step 2 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/80a1069e-390b-4424-a3db-004e569aa44c/3b3f2944-fcd3-4eea-8cf4-4392df7ec025.png?crop=focalpoint\&fit=crop\&fp-x=0.8256\&fp-y=0.1027\&fp-z=3.0026\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=395\&mark-y=208\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz00MTAmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 🟣 Click on User management

![Step 3 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/7f133c2d-3c5d-423a-962b-c90efa99d62d/996bea1d-6bba-4044-9261-baa5893c0c00.png?crop=focalpoint\&fit=crop\&fp-x=0.1416\&fp-y=0.3190\&fp-z=1.7375\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=8\&mark-y=358\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz01NzQmaD04OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 🟣 Click on Microsoft Entra Applications

![Step 4 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/f76832b3-417d-4da2-a0b0-8d4afe6f52fd/42911f2f-1004-479c-85bc-d336b2c6a86d.png?crop=focalpoint\&fit=crop\&fp-x=0.2503\&fp-y=0.2500\&fp-z=2.0000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=476\&mark-y=134\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz0yMjAmaD00NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 🟣 Click Add Microsoft Entra Application

![Step 5 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/e8d760ab-dc39-4dc2-9b71-1b6927565d83/72455727-70e0-41df-81c9-2193b3ba7dae.png?crop=focalpoint\&fit=crop\&fp-x=0.2507\&fp-y=0.2980\&fp-z=2.0000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=329\&mark-y=300\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz0yODYmaD01MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 🟣 Click on Create Azure AD application and "Continue"

![Step 6 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/b6591c19-968e-49ec-93db-5d6f49718802/d2c0757a-6ebe-4a51-9f4f-e288461b9ee0.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&fp-z=2.0000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=353\&mark-y=154\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz01MTAmaD0xMTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 🟣 Fill the following fields, replace "<font color="#A855F7">yourcompany</font>" by your company name

:::hint{type="success"}
<font color="#0C121D">*Name\:*</font>***&#x20;api-***<font color="#A855F7">***yourcompany***</font>***wetransact***
*URL:* ***[***https://www.***<font color="#A855F7">***yourcompany***</font>***wetransact.io***](https://www.yourcompanywetransact.io)***
:::

![Step 7 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/5fae309a-836b-4538-9336-3ae28b257faa/c796438b-5882-46a0-a60b-ded6c87b3f8c.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8)

### 🟣 Check Developer, Business Contributor, Finance Contributor & Marketer roles

![Step 8 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/b0c139d8-7edd-49db-a01a-b53a3eec097d/cfd42f13-3cf4-4aad-8988-ce364b187fbf.png?crop=focalpoint\&fit=crop\&fp-x=0.5489\&fp-y=0.2540\&fp-z=2.0000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8)

### 🟣 Click on the newly created App Registration

![Step 9 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/425448f9-a7f1-4dde-84a2-f90a97ab6476/374e128d-e7b1-4dc6-9404-f8a53a660c92.png?crop=focalpoint\&fit=crop\&fp-x=0.3903\&fp-y=0.7508\&fp-z=2.0000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=8\&mark-y=205\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz0xMTg1Jmg9NjMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 🟣 Add new key

![Step 10 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/832a1083-8a0c-4a6c-9c97-21cbbc3d6fa1/7b2e7659-0b5d-4cf6-a077-e41a10c8b7df.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=1075\&mark-y=157\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMwMjE3NzQmdz0xMDImaD0zMiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 🟣 This page will appear with your Client Id and the Key. Copy and save it.&#x20;

:::hint{type="warning"}
***Leave that page open—if you close it, you won't be able to access your key again.***

***If you're in doubt, save these values***
:::



![Step 11 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/0cb19c20-248a-455d-8f29-31adff8b83e9/50de8610-f99f-4c60-97ef-ac8fb6c12286.png?crop=focalpoint\&fit=crop\&fp-x=0.3457\&fp-y=0.3419\&fp-z=1.4502\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=34\&mark-y=335\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRkI3MzMmdz0xMDAzJmg9MTE4JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 🟣 Close the page of Client ID and Key, on the left click on tenants and copy the tenant ID

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/8EZqlqtHCsMTncA4xwerb_download-14.png)

### 🟣 Now Sign in to the WeTransact portal and Go to Settings

![Step 1 screenshot](https://images.tango.us/workflows/be5a03b3-4197-4903-933f-071e91f27174/steps/9b4b06d4-9dcd-472d-9d0d-ba899bf8dc3b/d5c1c965-2c54-40ff-8858-104534e3763c.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=1083\&mark-y=18\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMwMjE3NzQmdz0zOSZoPTQ5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)

### 🟣 Click on Organisation

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/SgDhWUDQJsfvrFKGLG35k_download-7.png)

### 🟣 Under credentials, click on 👁️ symbol.&#x20;

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/WFZV7xoJIsU4M-N-41Y_j_download-8.png)

### 🟣 Enter tenant ID, Client ID and secret with Seller ID

The Seller ID can be found in Partner Center under **Account settings → Legal info → Developer&#x20;**&#x74;ab.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/SGxgGrY3XsejfGXHAugzT_download-9.png)

### 🟣 Click on Validate Credentials and Save

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/hQk3NFV3Ip0sCMoqlcqsk_download-10.png)

### 🟣 The Finance Tab is all set!

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/1S-yxCR_BdfAP112pw5Af_download-13.png)

***💬 For more, contact us at :&#x20;***