Upload Expenses to D365 F&O

[kateinsley]

We have recently moved to D365 F&O, does anyone know if there is a template you can use for upload expenses from Concur to D365? Even if it's a case of extracting the usual report from Concur, but then using that to fill in a template for upload rather than manually having to add line by line to D365.

Thanks.

Kate

[KevinD]

@kateinsley one of the ways to extract a lot of data is to use Cognos reporting. From there you could extract the data into Excel or csv and use that. I don't know what formats D365 accepts, but that is your best option to get data from all expense reports in a given period.