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Is there a way to export Expense Report attachments?

  • 1.  Is there a way to export Expense Report attachments?

    Posted 19 days ago
    We have a requirement to export hotel and mileage expense report attachments for audit purposes. Is there a way to achieve this out-of-the-box? If not, is there a third-party solution that's simple and not too costly?

    I checked the forum and only found CRM-specific solutions but I'm thinking we're not the only ones wanting to extract attachments in D365 F&O?

    Thanks in advance!
    Beth


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    Beth Zapadka
    Glentel Inc.
    Vancouver, BC
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    Conference-AXUG_200x200


  • 2.  RE: Is there a way to export Expense Report attachments?

    TOP CONTRIBUTOR
    Posted 16 days ago

    Hi Beth,

    We could not find one OOB, so we developed an extension to retrieve and attach the images when the Email report button is selected. We didn't look for third party as that seemed more likely to involve purchasing an entire expense suite.

    If you'd like additional info, feel free to reach out.

    Cheers,

    Chris



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    Christopher Ho Yee
    Altius Consulting
    Richmond BC
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    Conference-AXUG_200x200


  • 3.  RE: Is there a way to export Expense Report attachments?

    GOLD CONTRIBUTOR
    Posted 16 days ago
    We are not using this ourselves, so I have limited knowledge on it - but I know you can use SharePoint as your document storage when it's linked to your F&O instance. That way, you wouldn't have to get them out of D365, they would already be "out" and linked to SP from the Expense Report in D365. I am not this is an option for you, or how it would work, but it might be worth taking a look.
    Good luck!

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    Kerstin Newman
    Business Analyst
    StarTech.com
    London ON
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    Conference-AXUG_200x200


  • 4.  RE: Is there a way to export Expense Report attachments?

    Posted 15 days ago
    We are getting setup in F&O now, so I am in a similar "limited knowledge but look here" status !

    I am looking to have our F&O store it's attachments in Azure Blob storage . I see some info at:
    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-document-management

    So similar to what Kerstin mentioned, the files are accessible and outside D365. From there you may need to do some work to get the files just for the records you are interested in .

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    Joshua Caesar
    EXSIF Worldwide
    Purchase NY
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    Conference-AXUG_200x200


  • 5.  RE: Is there a way to export Expense Report attachments?

    TOP CONTRIBUTOR
    Posted 15 days ago
    This was our approach..

    Our extension retrieved the images from the Azure Blob storage. Works pretty well. However, you do need to make sure that the various restrictions on email size allow for the expense emails to be sent.

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    Christopher Ho Yee
    Altius Consulting
    Richmond BC
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    Conference-AXUG_200x200


  • 6.  RE: Is there a way to export Expense Report attachments?

    Posted 15 days ago
    Thank you all!

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    Beth Zapadka
    ERP Functional Expert
    Glentel Inc.
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    Conference-AXUG_200x200


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