Dynamics 365 Project Operations: Invoice usability enhancements
Invoice review workflows will benefit from improved usability features including timeline visibility, transaction pending status organization, and transaction class grouping. These enhancements streamline invoice review processes for billing teams without requiring configuration changes.
Microsoft's description
When billing teams review an invoice, they need to see where it stands, which transactions it includes, and what's still waiting to be billed. When that information is spread across tabs and long lists, reviews take longer and it's easier to miss a transaction. This update makes invoices easier to review: Timeline on the summary. The invoice summary includes a timeline [Confirm what it shows, such as status history from draft to posted], so you can see where the invoice stands without leaving the page. Current and future pending transactions. Each pending transaction shows whether it's current or dated in the future [Confirm: relative to the invoice's transaction cutoff date], with current transactions listed first. Time and material grouped by transaction class. The time and material tab organizes transactions into sections by transaction class, such as time, expense, and material, so you can review each type on its own. Key information first. Address details move to the end of the invoice, keeping amounts and transactions at the top.