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Hello everyone,
I am not sure if Microsoft has released any documentation on the new feature introduced in GP 18.3 called 'Import Payable Invoices ' (transactions > purchasing > import payables invoices).
I can't seem to find anything officially from Microsoft about this new feature, or about the specs of what a valid file needs to look like.
Thanks!
Sadly, no.
I ended up attempting to use GP PowerTools, tracing the SQL procedure to be the following: [PMReadQBOorQFXFileTOPMTrx]
That procedure parses the QBO file in GP, but sadly, it still didn't help me. We ended up not using this feature due to how poorly this was implemented.
Microsoft gave a poor response above, no other forum posts are available, the error message is generic, and we decided not to spend more time investigating why this didn't work.
Sorry I couldn't help more.
I believe these are the 6 fields that are required and limited to in the file to be imported. This only imports the debit amt (expenses) the credit side is the default account in GP.
ORG VENDOR ID
TRNTYPE DEBIT Only expenses
DTPOSTED XX/XX/XXXX
REFNUM Your description
NAME Name entered in the 'Transaction Type Account Mapping' window in PM Setup
TRNAMT 00.00
Here is a short blog walking through how this works - community.dynamics.com/.../import-credit-card-transactions
Hey Lucas,
Sadly, I have already reviewed this document, but it doesnt not answer my question.
I am more looking for something like a schema from which GP is referencing, for the xml document that is being imported.
The reason why I am asking is that we tested this feature out with a QBO file straight from our bank and got numerous import errors relating to the file. All of the setup was already completed in GP, as per the doc you linked.
Thanks
Hello and Thank you for your post!
The feature was titled Copy/Paste Purchasing Transactions and Distributions, which might be why you had some troubles finding the documentation. The Copy/Paste Purchasing Transactions and Distributions feature was documented in the 18.3 New Feature Blog series and can be found at the link below.
Please let me know if that helps!
Thank you,
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