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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

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Posted on by ThuNgo 976

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

  • ThuNgo Profile Picture
    ThuNgo 976 on at
    RE: Expense category cannot be imported from Credit card transactions - D365FO - Expense management

    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

  • ThuNgo Profile Picture
    ThuNgo 976 on at
    RE: Expense category cannot be imported from Credit card transactions - D365FO - Expense management

    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,

  • Suggested answer
    RYANSE Profile Picture
    RYANSE on at
    RE: Expense category cannot be imported from Credit card transactions - D365FO - Expense management

    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.

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