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Create Expenses with Odata

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Posted on by FredrikStahle

Hi.

I'm looking for a way to import Expenses from a third party system into D365 Finance using Odata.

Browsing through the Odata metadocs I can find entity Expense but I can't find ExpenseReport Entity.

I assume the approach would be something like create a ExpenseReport, retrieve system generated ReportNumber and create/add Expenses to the created ExpenseReportNumber?

Anyone who can give me some advice or hints how to proceed?

Br.

Fredrik

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Alireza Eshaghzadeh 14,950 Super User 2026 Season 1 on at

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Hi Fredrik,

Which entity do you mean? (Staging table: TrvExpTransStaging ?)

If you want to import data to D365FO via ODATA entity please check the following thread:

community.dynamics.com/.../updating-records-using-odata

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FredrikStahle 5 on at

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Hi Alireza,

Yes the entity is TrvExpTransStaging.

I'm using ODATA through Rest API so {env uri}/data/Expenses will give me TrvExpTransStaging.

But I can't find which entity ExpenseReportNumber is connected to.

ExpenseReportNumber is included in response from {env url}/data/Expenses.

@odata.context": "{env uri}/data/$metadata#Expenses",

"value": [

{

"@odata.etag": "W/\"JzU3MjUxMTc4Nyw1NjM3MTQ0NTc2Jw==\"",

"ExpenseTransactionNumber": "00000001",

"TransactionDate": "2022-09-15T12:00:00Z",

"Billable": "Chargeable",

"ExpenseReportNumber": "SE01-000001",

......

Regards,

Fredrik

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Alireza Eshaghzadeh 14,950 Super User 2026 Season 1 on at

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Hi Fredrik,

I have just tested via UI and i get data for "ExpenseReportNumber" field:

You can add data/Expenses?cross-company=true to D365FO URL (xxxx.dynamics.com/.../Expenses

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FredrikStahle 5 on at

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Hi Alireza,

Yes but my problem is that if to POST/Create an Expense transaction with ODATA API I first need to create a ExpenseReport to get the system generated ExpenseReportNumber to add to the Expense metadata/body.

And I can't find a way to create a ExpenseReport?

Thank you for helping me out on this :-)

Regards

Fredrik

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Alireza Eshaghzadeh 14,950 Super User 2026 Season 1 on at

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Hi Frank,

I cannot find a standard entity for TrvExpTable where you can create a new expense report.

Once you create a new report, you need to add required info (e.g. Amount, Expense category, dimension values) and then submit it:

Once it is submitted it can be found on "All expense report" and Expenses entity.

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FredrikStahle 5 on at

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Hi Alireza,

Really strange why TrvExpTable is not an Entity when one could fetch TrvExpTransStaging through the API which is bound to TrvExpTable?

Br.

Fredrik

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Alireza Eshaghzadeh 14,950 Super User 2026 Season 1 on at

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Hi Fredrik,

You can try to create a custom entity based on TrvExpTable to fulfil your requirement.

Please check following post on Microsoft docs about creating a new entity:

learn.microsoft.com/.../build-consuming-data-entities

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