I need advice on how to effectively import credit card transactions into the D365 Finance and Operations, mainly for company expenses and sometimes for expenses connected to a project, so I can reinvoice those expenses.
The main question is if there is a journal where a person won't be needed to enter the main account, just the expense (as expense/procurement category). That will match the posting.
So, when a person is entering the lines, they choose a category, and the main account and offset account are linked and filled in automatically. Keep in mind the transactions where I will put money into the credit card as well.
What is the best approach to be able to enter all these transactions without having to insert the main account in the journal?
Is it best to create a Project that will be named cost project?
Thank you for your insights and advice.
Moved from Integration, Dataverse, and general topics forum.
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