web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Import a Settlement fr...

Finance | Project Operations, Human Resources, ...

Suggested Answer

Import a Settlement from excel template, rather than tick each invoice separately?

(0) Share

Report

Report

Posted on by Sam Waters ECU

5

When marking supplier invoices for payment we have to manually go through and tick each invoice as marked, which with our larger accounts ends up being very time consuming.

Is it possible to import an excel document with the relevant invoice details in, in order to automatically mark all invoices due for payment?

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Frank Hamelly | MVP... 46,625 Moderator on at

Like (1)

Report
Copy link

Link copied!

Yes, but you have to modify the Customer payments data entity to add settlement fields.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1

André Arnaud de Cal... 521 Super User 2026 Season 1

#2

Giorgio Bonacorsi 438

#3

Adis 261 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans