---
title: "Exporting expenses and payments to Microsoft Dynamics 365 Finance"
slug: "exporting-expenses-and-payments-to-microsoft-dynamics-365-finance"
description: "Export expenses and payments from Payhawk to Microsoft Dynamics 365 Finance, check the exported expenses in the ERP, and filter the export data in Payhawk."
updated: 2026-10-27T15:09:17Z
published: 2026-10-27T15:09:17Z
canonical: "payhawk.com/exporting-expenses-and-payments-to-microsoft-dynamics-365-finance"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting expenses and payments to Microsoft Dynamics 365 Finance

The Payhawk integration with Microsoft Dynamics 365 Finance is designed to work effortlessly and help you keep your data between the two systems in sync at all times.

## Notes on exporting expenses and payments to Microsoft Dynamics 365 Finance

- It's recommended that you sync your Payhawk-Microsoft Dynamics 365 Finance accounts every time you make changes to your ERP.
- An expense will be automatically exported to Microsoft Dynamics 365 Finance once that expense is reviewed. As a result, all your expense data, images, and bank statements will be imported into the ERP.
- Payments will be exported to Microsoft Dynamics 365 Finance once the expense is exported from Payhawk and after the transaction has been settled.
- After the export to Microsoft Dynamics 365 Finance, Payhawk will pull the value for the expense **External ID** from the **Purchase Invoice -> No.** or **Journal Entry -> $SystemId** of that expense.

## Prerequisites

To start exporting expenses and payments, make sure you have [connected the Payhawk and Microsoft Dynamics 365 Finance systems](/help/connecting-payhawk-to-microsoft-dynamics-365-finance).

## Exporting expense and payment data from Payhawk to Microsoft Dynamics 365 Finance

To export your Payhawk expenses to Microsoft Dynamics 365 Finance:

1. In the [Payhawk Web Portal](https://portal.payhawk.com), open the app switcher in the top-left corner and go to **Spend**, then select the **Review** tab.
2. Select an expense.
3. Check if all the data is correctly stored in the expense.
4. Click on **Review**.

![A bill in the Review tab of Spend with the Review button and its invoice. The expense is part of an expense report, so the report icon shows next to its title.](https://cdn.payhawk.com/recurring-request-icon_20261021_ai/exporting-expenses-and-payments-to-microsoft-dynamics-365-finance-01_20261021_ai.png)

If an error occurs while exporting data from Payhawk to Microsoft Dynamics 365 Finance, Payhawk will display an error message indicating the data issue.

## Viewing exported expenses in the ERP from Payhawk

To directly view your exported expenses to Microsoft Dynamics 365 Finance from Payhawk:

1. Open the app switcher in the top-left corner and go to **Spend**.
2. Select the desired expense.
3. Click on the three-dot menu and select **View in Dynamics F&O**.

![An exported expense with its three-dot menu open, showing View in Dynamics F&O.](https://cdn.payhawk.com/navigation-redesign-didi_20261009_ai/exporting-expenses-and-payments-to-microsoft-dynamics-365-finance-02_20261009_ai.png)

## Viewing export data and using export filters for expenses and payments in Payhawk

The export event between the two systems can be viewed from **Spend**, in the expense's **Activity** section with **Export** ticked in the **Show** filter.

![The Activity section of an expense with Export selected in the Show filter and the Dynamics F&O export events listed.](https://cdn.payhawk.com/navigation-redesign-didi_20261009_ai/exporting-expenses-and-payments-to-microsoft-dynamics-365-finance-03_20261009_ai.png)

The detailed export data of an expense or payment can be viewed from **Spend**, in the [**Export** section of that expense](/help/exporting-expenses-and-payments-on-demand).

You can also [filter out expenses and payments](/help/searching-and-filtering-expenses-and-payments) based on various filters relevant to Microsoft Dynamics 365 Finance, such as **Export status**, **Exported by**, **Export date**, **External ID**, and others.

![The Spend list filtered by Export status set to Exported.](https://cdn.payhawk.com/navigation-redesign-didi_20261009_ai/exporting-expenses-and-payments-to-microsoft-dynamics-365-finance-04_20261009_ai.png)

## Next steps

- [Syncing suppliers between Payhawk and Microsoft Dynamics 365 Finance](/help/syncing-suppliers-between-payhawk-and-microsoft-dynamics-365-finance)