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Financial tags on free text invoices

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Posted on by 181
Hello All,
 
I am hoping to use financial tags on the free text invoice and found that its not yet enabled for FTI. (Financial tags - Finance | Dynamics 365 | Microsoft Learn)
 
Contradicting to above link I found another MS link which states that FTI do have financial tags available. (Use financial tags to display free text invoice descriptions - Finance | Dynamics 365 | Microsoft Learn)
 
I was not able to find anything related to Financial tags on the free text invoice as per the second link and hence I am bit confused as to whether MS has enabled Financial tags for FTI or not.
 
Any help will be appreciated.
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  • Vaibhav Sangave Profile Picture
    Vaibhav Sangave 181 on at
    Financial tags on free text invoices
    Hi Thank you all for your responses. I am using version 34 so need to upgrade. Will upgrade and check. Will keep everyone posted if I am able to get the same. This will be huge saving for us. Cheers..
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    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Financial tags on free text invoices
    Hi,
    As mentioned below, you need to check the version of your environment. My environment is 10.0.38, which also has a financial tag field.

    Best Regards,
    Hana
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    Navneeth Nagrajan Profile Picture
    Navneeth Nagrajan 1,176 on at
    Financial tags on free text invoices
    Hi,

    To add to what Frank mentioned, ensure that you have the below mentioned feature enabled for FinTag. Financial tags should be enabled, if you are in a lower version and if this feature needs to be turned on manually.
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    Andre Arnaud de Calavon Profile Picture
    Andre Arnaud de Cal... 283,130 Super User on at
    Financial tags on free text invoices
    Hi Vaibhav,
     
    Frank is correct. There is currently a preview available with expanded support for Financial Tags. You can read more in the new release plans: Dynamics 365 & Power Platform - 2024 release wave 1 plans - Dynamicspedia
     
    Documents supporting the accounting distributions will get support for Financial Tags. Free text invoices are one of the documents with accounting distributions. It is expected to have the feature fully available for production environments in July 2024.
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    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,429 Super User on at
    Financial tags on free text invoices
    What F&O version are you using?  I see the FTI Financial tag fields in 10.0.39.  Here and on the Financial tags Fasttab on the invoice header view.
     
     
     
     

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