Microsoft Dynamics 365 Finance and Operations does not provide the any feature/functionality or the flexibility to group transactions on an invoice proposal based off different attributes. However, we are excited to inform you that we have made significant enhancements to the invoicing functionality that now allows you to group transactions on an invoice proposal based off different attributes such as Category, Activity, and more.
These enhancements provide you with the flexibility to create more organized and detailed invoices, making it easier to manage your transactions. In addition to this, there are a different report formats available that offer different flavors of grouping and an overall project progress status. With these features, you can now easily track and manage your project progress and finances more efficiently.
Our grouping feature is now available on a split screen, visible as a new tab in the invoice proposal. This feature allows you to group transactions and view them in a single screen, making it easy for you to manage and review grouped transactions. The split screen design allows you to view the grouping of transactions on one tab of the screen while reviewing the all the different transactions on the other tabs.
We understand that every business has unique invoicing requirements. That’s why our grouping attributes are configurable, and you can set them up based on your specific business needs. You can choose from a range of attributes such as Category, Activity, Roles, Line property, Transaction ID and many more. This customization provides you with the flexibility to configure your invoicing process and group transactions based on relevant attributes.
