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How to create new expense report and attach unattached expenses

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Posted on by CU05120457-0

I have setup the credit card feature in Dynamics F&O and now I want to create Expense Report and attach expenses ( Which I imported for creditcard transaction ). How to achieve this.
Problem is user finding it difficult to go and check list of unattached expense and add into expense report. Please let me know if more information is needed

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Dynamics 365 Finance

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CU05120457-0 22 on at

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But this will lead to training them again. Which is not good considering most of them are not from computer background. I am looking for something in X++ we can do to achieve this. Link to some reference point

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CU05120457-0 22 on at

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Would somebody please revert me on this? It would be great help

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DAnny3211 11,397 on at

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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

In the Expense Report form, click Add Expense.

Choose Unattached Expenses from the available options.

Select the imported credit card transactions you want to attach.

Click Attach to include them in the report.

💡 Tips to improve user experience:

Use filters to help users quickly find unattached expenses (e.g., by date or card type).

Consider creating a custom workspace or view that highlights pending expenses.

Train users to use the “Unattached Expenses” tab directly from the Expense Report screen to avoid navigating through multiple menus.

Hope this helps!
✅ Please mark this reply as helpful if it answered your question.
Best regards! 👋

this post was generated with Copilot

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi,

Can you tell if your users are using the Dynamics 365 Expense management app on a smart phone or the pages in the Dynamics 365 F&O user interface? Can you also explain what exactly the users are finding difficult? Did they took a screenshot of the expense receipt themselves?

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Bret Fraser Community Manager on at

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Thanks for posting @DAnny3211, we appreciate your desire to help the Community!

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CU05120457-0 22 on at

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Hi Andre,
User are using Dynamics F&O UI. And they have other unattached expenses with them. so navigating all those expenses and also attaching them is what they finding difficult. So, I was thinking if creating expense report and attaching expense after import could be solution to it. Yes, they do take screen shot of expense receipt by themselves

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CU05120457-0 22 on at

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Reposting it to look for more help

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Cyrille Nembot 149 on at

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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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CU05120457-0 22 on at

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@Cyrille Nembot Yes this is manual step. I want to automate this. Like using X++ so that users don't have to create Expense report. After importing credit card transactions expense report is automatically created and all the Credit card expenses should be attached to that newly created expense report. This should happen for all the users which have credit card number mentioned in the credit card statement.

Looking for some suggestion if someone has tackled this or some code info

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