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Hi there 👋
Thanks for your question!
To create a new Expense Report and attach unattached credit card expenses in Dynamics 365 Finance, follow these steps to simplify the process for users:
✅ Steps to attach imported credit card expenses:
Navigate to Expense Management Go to Expense Management > My Expenses > Expense Reports.
Create a new Expense Report Click New to start a new report and fill in the required header details.
Attach Unattached Expenses
💡 Tips to improve user experience:
Hope this helps! ✅ Please mark this reply as helpful if it answered your question. Best regards! 👋
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In Dynamics 365 Finance and Operations (F&O), attaching credit card transactions to an expense report can be streamlined to improve user experience. Since users are struggling to manually locate and attach unattached expenses, consider the following steps to simplify the process:
Verify Imported Transactions: Ensure credit card transactions are successfully imported into the system and appear in the Unattached expenses list (under Expense management > Inquiries and reports > Credit card transactions > Unattached expenses). If transactions are missing, review the data import process for errors.
Create an Expense Report: Navigate to Expense management > My expenses > Expense reports and create a new report. Instead of manually searching for unattached expenses, use the Add expenses button on the expense report header. This opens a filtered view of unattached transactions for the employee, reducing the effort to locate them.
Leverage Default Expense Types: Configure default expense types for credit card transactions (in Expense management > Setup > Credit cards > Credit card types) to auto-populate expense categories, minimizing manual entry.
Use Batch Attach (if applicable): If multiple transactions belong to the same report, select them in the unattached expenses list and use the Add to expense report action to attach them in bulk.
Automate with Workflows: Set up workflows (under Expense management > Setup > Expense workflows) to auto-route reports for approval after submission, reducing manual steps.
Training/Custom Views: Train users to filter unattached expenses by date or card number for easier identification. Alternatively, create custom queries or Power BI dashboards to highlight pending transactions.
If unattached expenses still don’t appear, check:
The employee’s credit card assignment (Expense management > Setup > Credit cards > Credit card employees).
The “Employee” field on imported transactions matches the report submitter.
The transactions aren’t already attached to another report (check Attached expenses inquiry)
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