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New Invoice summary page available from Project invoice proposals and Project invoices list pages

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Nov 6, 2020

Business value

Adding additional information on the Project invoice proposals and Project invoices list pages will determine what documents to process for a single customer.

Project managers and grant managers might need to process many project invoices and project invoice proposals for a single customer (funding source). Additional information on the Project invoice proposals and Project invoices list pages will help them decide whether to process the individual documents.

Feature details

This feature adds an Invoice summary to the Project invoice proposals and Project invoices list pages. Selecting to view the invoice summary will display project, activity, and summarized amount information for selected records. When the new grid control is enabled, totals are also visible on the Invoice summary page.