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 :
Service | Customer Service, Contact Center, Fie...
Unanswered

need help/guide to export report/transaction from No. Series for all company

(0) ShareShare
ReportReport
Posted on by

Hi all,
Thank you for your time in reading this message. 

I need to find out ways to generate reports for 1 year of how many transaction is enter into business central for all clients/companys as we are looking into AP automation and the vendor want to find out how many invoices we have keyed into Business central.

As we a  professional services company, when a invoice is send to us by email or hardcopies, my accounting colleagues will then manually key in each invoices into BC under each clients/companys.
We have almost 300 clients/companys in the business central.

Understanding from my colleagues that they use this No. Series whereby they set it to always change the starting on for each month.
pastedimage1658297752599v1.png


How can i generate the whole list for 300 client/company rather than going thru 1 by 1?

  • FranciscoO Profile Picture
    145 on at

    You can NOW integrate with bill.com to business central. 

    Alternative, have you look at potential excel template uploads?

    2022_2D00_07_2D00_20_5F00_01_2D00_19_2D00_10.jpg

  • Wei Ming Leong Profile Picture
    on at

    FranciscoO thank you for your reply.

    i need to use excel template to upload for the report of transaction.

    Is there any way to do it for all 300 clients/company rather than going thru 1 by 1.?

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 August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 60 Most Valuable Professional

#2
11manish Profile Picture

11manish 16 Super User 2026 Season 2

#3
Hamza H Profile Picture

Hamza H 8 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans