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Finance | Project Operations, Human Resources, ...

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Unable to post Expense Report

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Posted on by rsingh62

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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!

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Hana Xue Microsoft Employee on at

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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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