Failed to export into Microsoft Dynamics 365 Finance. Employee not set as vendor.

Error message

Failed to export into Microsoft Dynamics 365 Finance. Employee not set as vendor.

Affected ERP integrations

• Microsoft Dynamics 365 Finance & Operations

Cause

This error occurs when the expense owner (employee) is not found as a vendor in Microsoft Dynamics 365 Finance & Operations. To successfully export employee expenses, the employee must exist as a vendor record in the ERP system.

Solution

To resolve this issue:

1. Log in to your Microsoft Dynamics 365 Finance & Operations account.

2. Navigate to the Vendors module and create a new vendor record for the employee.

3. Save the vendor record in Microsoft Dynamics 365 Finance & Operations.

4. Return to the Payhawk Web Portal and try to export the expense again.

Ensure that the vendor name in Microsoft Dynamics 365 Finance & Operations matches exactly with the employee name in Payhawk. The system checks two fields for matching: Vendor name and Short name. At least one of these fields must match the employee name in Payhawk exactly, including capitalization and spacing.