Let's understand how to download unpaid vendor invoice data from Microsoft Dynamics 365 into a CSV file and upload it to Finofo's platform. This article will provide you with a straightforward process to retrieve and prepare your vendor invoice data for easy upload.
From your Dynamics 365 dashboard, navigate to the “Outstanding Vendor Invoices” section.
Locate the export icon at the top right of the screen and select "Open in Excel." This action will initiate the download of an Excel (.xlsx) file to your computer.
Once the file is downloaded, open it in Microsoft Excel and review the data. You now have a document with the unpaid vendor invoices from Dynamics 365.
