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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / on corporate credit ca...
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on corporate credit card statements we are unable to see the merchant on the expense claim

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Posted on by BB1983 176
We import the company credit cards statements and when we create a new expense claim form we can add the /unattached/ expenses to the claim and when we do the merchant does not appear.. it cant be a permissions thing as I have sys admin.
The name of the merchant is there along side the expense but nothing we do makes it appear on the claim.
Any thoughts or suggestions as to how to make the merchant details appear?
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    on corporate credit card statements we are unable to see the merchant on the expense claim
    Hi,
    Is this part customized? If your organization customizes expense claim forms or related entities, make sure that these customizations don't inadvertently affect the display of your listing. Or you can check the system log for any errors or warnings related to the business listing on your expense report?
    Best regards,
    Kevin
  • BB1983 Profile Picture
    BB1983 176 on at
    on corporate credit card statements we are unable to see the merchant on the expense claim
    Hi, the mapping is fine, just checked it and it maps correctly.. I can see the merchant when i look at transactions from a list of unattached expenses, its just not appearing on the claim
  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2024 Season 2 on at
    on corporate credit card statements we are unable to see the merchant on the expense claim
    Did you import the credit card transaction using the Data Management Framework? Have you confirmed the mapping? Please double check if the merchant name from your file is mapped against the BUSINESSNAME target field.

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