DPO Exports

• How to Create a P.O. CSV Report

  The CSV export provides a detailed overview of all costs from P.O.s, expenses, and invoices. In Excel, you can filter the data by department and supplier to monitor budgets, track spending, and quickly identify variances. This makes it ideal for reporting, whether you need data for P.O.s, invoices, or expenses. Good to know The export feature lets you generate reports and transfer data to accounting software, showing current amounts, statuses, and details forFew readers

• How to Export Invoices

  The Export AP Automation section is your export tab for invoices in the settings. You can generate a CSV file, which can be adjusted in Excel if you need a different format. How to make the Invoice export Go to Settings → Export AP Automation Make sure to enable your export (Optional) Click on “Check Issues” to see which suppFew readers

• How to Export Expenses

  The Expenses CSV Export provides a detailed overview of your expense and Petty Cash data in DPO. The exported file can be opened in Excel, where you can filter and analyze the data by criteria such as department and supplier. This is useful for reporting, cost analysis, and reviewing expenses across departments. Good to Know Export your Expenses and Petty Cash data into a single CSV file. Use Excel to filter and analyze the exported data, for example by **departmeFew readers

Dynamics

• Setting Up and Using the Microsoft Dynamics Integration

  The Microsoft Dynamics Integration allows you to export approved invoices from DPO directly to Microsoft Dynamics 365 Business Central. Before invoices can be exported, the Dynamics connection must first be configured in DPO. This requires information from both Microsoft Entra ID (Azure AD) and Dynamics 365 Business Central. Note: Administrator access may be required to configure the integration and obtain the necessary Microsoft credentials. Connect DPO with Microsoft DFew readers

SESAM

• Setting Up and Using the SESAM Integration

  The SESAM export function allows you to generate and download all necessary data in the correct format for transfer to the SESAM system. This ensures compatibility and smooth data import, making it easier to meet integration or reporting requirements.. Making the Export in SESAM Under Settings → Export SESAM, you can generate a **.tsf** file specifically designed for import into the SESAM FiBu-System Optional: Click on “Check Issues” to see which suppliers are missiFew readers

DATEV

• Setting Up and Using the DATEV Integration

  To connect DPO and DATEV, you need the DATEV Unternehmen online and DATEV Buchungsdatenservice applications. If these two programmes are active under your “Beraternummer”, they can set up the connection in DPO. Setting Up and Using the DATEV Integration To connect DPO with DATEV, the following applications are required: DATEV Unternehmen online DATEV Buchungsdatenservice *Once both applications are activated under your consultant number, the connection can be configured inFew readers