Self-billed E-invoice → SmartInvoice CSV

Upload one or both Dynamics exports below. Rows from both files are merged into a single SmartInvoice CSV (same column layout as api-convertor).

Tab 1 — Vendor transactions (e.g. E invoice May 2026 (self billed).xlsx)
Source (xlsx)SmartInvoice CSV
Vendor Name (column C)supplierName
VoucherdocNo
DatecreatedAt, dueAt
Descriptiondescription
Currencycurrency
Exchange RateexchangeRate
Credit (transaction currency)totalInclTax, totalPayableAmount, unitCost, subtotalWithTax, total

Tab 2 — Vendor open transactions

Source (xlsx)SmartInvoice CSV
Vendor Name (column H on vendor row)supplierName
Voucher (column F)docNo
Date (column B)createdAt
Due date (column K)dueAt
Description (column I)description
Currency (column S)currency
Exchange Rate (column T)exchangeRate
Credit balance in transaction currency (column AA)totalInclTax, totalPayableAmount, unitCost, subtotalWithTax, total

Defaults: type self-billed invoice, status open, exchangeCurrency MYR, classification 022, taxType 06, taxRate/tax 0, subtotal = total, supplier TIN/address fields, supplierCountry from currency (3-letter, e.g. GBP → GBR).

Dynamics Vendor transactions export with vendor sections, Voucher / Date / Credit columns.

Dynamics Vendor open transactions export with Date / Voucher / Due date / Credit balance columns.