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Finance | Project Operations, Human Resources, ...
Suggested Answer

Chargeable transaction not showing in invoice proposal

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Posted on by 235

Looking to see if anyone else has ever come across this issue.  This is a one off project as all others are functioning correctly.  The first screenshot is a snipit of chargeable hours for a time and material project (all dated January); however, the second screenshot shows where these are not available for invoicing (only one Jan transaction came over).

pastedimage1661446195159v1.png             pastedimage1661446215465v2.png

Working through the "View other transactions" or "Search" doesn't show anything.  We are needing to invoice these chargeable transactions, but are unable to resolve why they are not coming through.  This is also occurring for Fee's, Expenses and items for this project.

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  • Suggested answer
    Charlotte X Profile Picture
    on at

    Hi DCTX,

    Related issue is mentioned in the following post:

    (+) Chargeable/Adjusted transactions not showing in Project Statement - Dynamics 365 Finance Forum Community Forum

    Best Regards,

    Charlotte

  • DCTX Profile Picture
    235 on at

    That post is related to project statements and not the project invoice proposal.  I need to invoice these chargeables.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    Hi DCTX,

    Can you control if the line property setup for these transaction has been updated while they are posted?

    If not, please check the invoice proposal filter for project and funding source in regards to transactions that are not populated.

  • DCTX Profile Picture
    235 on at

    All transactions have a line property on them, and there is only one funding source.

    When I create the proposal and go to "View other transactions" the missing transactions will show up in the Billable transactions fast tab...but I am unable to resolve how to get them onto the proposal to invoice...

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