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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Free Text Invoice main...
Finance | Project Operations, Human Resources, ...
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Free Text Invoice main screen - any columns that show the total value of the invoices

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Posted on by KV-19052316-0 24
Hi Everyone
 
In this screen is there any way to add a column that would show the total value of each of the invoices?  For each one I have to go into totals to view but it would be helpful to be able to see these in this screen.
 
Thanks
Kirsty 
 
  • Verified answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,500 Super User 2024 Season 2 on at
    Free Text Invoice main screen - any columns that show the total value of the invoices
    Hi,
     
    You should either customize the form and add the field or you can add it through personalization by right click on the grid and choose insert column and then you can save your modified view and share it for other users.
     
    To share personalization view you can refer to this link:
     
     
    Thanks
    Waed Ayyad
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
     
  • Suggested answer
    Prem Kumar Bachu Profile Picture
    Prem Kumar Bachu 3,410 on at
    Free Text Invoice main screen - any columns that show the total value of the invoices
    Hi,
     
    Invoice amount field is not available in FTI overview form, you may consider extending the form.  Alternatively, you can refer invoice journal inquiry in AR> Inquiries and Reports for an invoice amount against invoice number for posted invoices.
     
     
     
  • Asif Khan Profile Picture
    Asif Khan on at
    Free Text Invoice main screen - any columns that show the total value of the invoices
    Hi Kristy, there is no such option/functionality on FTI form that you can use to view to total of invoice, you have to select individual invoice then click on total on the action pane.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    Free Text Invoice main screen - any columns that show the total value of the invoices
    Hi,
     
    Total isn't there in this list view table, you can customize.
     
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Free Text Invoice main screen - any columns that show the total value of the invoices
    Hi,
    List pages are usually built based on views with limited fields defined. If you want to add a field, you can click insert column to see if the system has ready-made fields available (it has been checked for you and the system does not have this field). Then you can also try personalizing the form.
    Personalize the user experience - Finance & Operations | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana

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