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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Expense category canno...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Expense category cannot be imported from Credit card transactions - D365FO - Expense management

(0) ShareShare
ReportReport
Posted on by ThuNgo 978

Hello,

I tried to import the Credit card transaction but have issue as below:

- Already enter Expense category on import file

pastedimage1629340953607v1.png

- Imported successfully but the Expense category doesn't appear, i have to edit and select manually.

pastedimage1629341004926v2.png

pastedimage1629341012324v3.png

Please could anyone help to explain? Is there any setting missing?

Thank in advance,

Best regards,

Thu

  • Suggested answer
    RYANSE Profile Picture
    RYANSE Microsoft Employee on at

    Hello Thu,

    Thank you for using Microsoft Dynamics Communities!  I believe that the complexity of this question may require a lot of additional research.  Please log a support request for this issue.

  • ThuNgo Profile Picture
    ThuNgo 978 on at

    Hello,

    I think the result is quite odd:

    - Data management: Not display fully Category ID: Full ID Selling Costs, but the result for DM is no Error and import successfully.

    pastedimage1629943963909v1.png

    - Credit card transaction: Not showing Category ID

    pastedimage1629943987255v2.png

    - Expense page: Show another Category ID

    pastedimage1629944100959v3.png

    If some one encounter the same issue, please help me advice,

    Thank and best regards,

    Thu,

  • ThuNgo Profile Picture
    ThuNgo 978 on at

    Hi all,

    I think i found the problem:

    community.dynamics.com/.../651397

    So have to setup the mapping for Credit card category codes

    pastedimage1630288000872v1.png

    Thanks and best regards,

    Thu

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

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the September Top 10 Community Leaders

These are the community rock stars!

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

#1
Martin Dráb Profile Picture

Martin Dráb 510 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 302 Super User 2026 Season 2

#3
CU-1234529-002 Profile Picture

CU-1234529-002 197

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans