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Dynamics 365 Community / Blogs / Dynamics 365 - Project experience / Usefulness of Transaction C...

Usefulness of Transaction Categories

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Peter Gruendler Profile Picture Peter Gruendler 136

Recently I stumbled upon a question in the D365 community forum regarding Transaction and Expense Categories so I decided to go a little bit deeper in this blog post.

Two main points for Transaction Categories

  1. Configuring sales price definitions for Expenses
  2. Categorize Project Tasks

Transaction Category will be populated in Actuals

When setting up Project Service Transaction Categories and Expense Categories can and should also be configured. 

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