web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Exporting Invoices to ...
Microsoft Dynamics AX (Archived)

Exporting Invoices to Excel

(0) ShareShare
ReportReport
Posted on by David11221 40

Hi Everyone,

My client is using AX as their financial package and I need them to provide me an export of all the invoices they have processed. They are telling me that they can only do this export for a single vendor at a time and that it is not possible to export the full list.

 Can anyone advise if it is possible to get this data and give me some reference material I can provide to my client?

 Thanks,

David

*This post is locked for comments

I have the same question (0)
  • dslotboom Profile Picture
    dslotboom 60 on at
    Re: Exporting Invoices to Excel

    Hi David,

    other tables for export you can use are the VendInvoiceJournal and VendInvoiceTrans, which is more likely the info your clients needs. The Vendtrans also contains all payment to the vendors that have been done by your client.

    Regards,

    Dennis

  • LMG Profile Picture
    LMG 575 on at
    Re: Exporting Invoices to Excel
    Hello David, 

    They can export the information that you request 

    from these tables: VendTable (Vendor values)VendTrans (Vendor transactions)VendTransOpen (Open transactions) by using the Microsoft Office Excel Template Wizard located in:Administration menu > Administration Area > Periodic > Data export/import > Excel spreadsheets > Template Wizard Hope it helps Best, Leticia

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Community Member Profile Picture

Community Member 4

#2
Martin Dráb Profile Picture

Martin Dráb 2 Most Valuable Professional

#2
Guy Terry Profile Picture

Guy Terry 2 Moderator

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans