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Unable to post Expense Report

Posted on by 51

Hi,

For a single expense ID we have multiple lines. Approval status for all the lines except one is /process for payment/ and for one line it is /draft/ with payment method as blank for this line. For other lines payment method exists.

We are unable to post this expense due to this line as its approval status is draft and payment method does not exist.

Please help on how to post this expense.

 

Thanks!

  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Unable to post Expense Report
    Hi,
    Please navigate to Expense Management > Setup > General > Payment methods to set up your payment methods.

    You can follow these two blogs to configure and check your steps on how to process expense reports.
    https://exploredynamics365.home.blog/2022/01/07/configure-expense-management-in-microsoft-dynamics-365-finance-and-operations-part-1/
    https://exploredynamics365.home.blog/2022/01/09/process-expense-report-in-expense-management-using-microsoft-dynamics-365-finance-and-operations-part-2/
    Best Regards,
    Hana

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