For many companies, the source for financial transactions are available as a file. These could be payroll extracts, credit card statements, expense reports or billing schedules from vendors for services. Often the cost of integrating these systems does not justify the benefits. So, why not upload the data via an Excel file import?
Under such scenarios, one can often end up working with different file layouts. To improve efficiency and decrease the risk of error, it’s best to import the file without having to convert it to a fixed layout.
Features and benefits of using this extension
Ability to apply default values to fields which are not present in the source data. For example, defaulting a quantity or defaulting dimensions specific to the import.
Possible usage scenarios
Excel Importer is a productivity tool that can upload transactional data from any third-party Excel extracts. It can also mass-create journal lines or documents ready for posting - saving you time and eliminating data entry errors.
Get the Excel Importer now and start setting up your templates.
This app supports both the Essentials and Premium editions of Microsoft Dynamics 365 Business Central.
This app is supported in all countries, where Microsoft Dynamics 365 Business Central is available.
The app is available in English, Dutch, French, German and Japanese.