Where can I see all project related transactions

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Posted on by MuriahB

I have been using AX for about a month, and the version I am working in has been heavily customized...having said that, I am looking to see if there is a one-stop-shop to view all transactions against a project (Billing Invoices, AR Payments, AP Payments, etc...). I am aware of 'Posted Project Transactions' but that doesn't seem to show everything. Thanks in advance!

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Community Member on at

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Hi Muriah, You mean a table showing you all the expenses, fees, items, and & hours on one table?

Not that I'm aware....we use each of those 4 tables separately.

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André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

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Hi Muriah,

There is no such one-stop-shop. From the project transactions you can click Voucher. Then on the voucher click Transaction origin. Here you have an overview of related transactions in all modules related to one single voucher.

For the retention funcionality, there is some support to see whether transactions are paid by the customer.

shenry : AX 2012 has a Project transactions list page where it shows the transactions regardless the transaction type.

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MuriahB on at

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Well that is a bummer. Is there a single source to see all AR Payments made against a Project?

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MuriahB on at

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I was hoping for a view online, but tables would work just as well. If you don't mind, would you share the 4 you are referring to? Thank you!

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Matloob 781 on at

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Hi Muriah,

Generally posted transactions shows all transactions within a project (invoices, payments, item / expense journals etc) but remember this form will contains transactions which are posted via project module.

If you are looking for all those transactions which are posted via other modules (AR / AP payment journals, AR/AP invoices related to project) you not gonna be successful via posted transactions form.

Try customer transactions form in all customers form, you will have all transactions related to that customer including (invoices from project module/ AR module, payments journals, adjustments etc)

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Murali Pannala 10 on at

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This is correct. Could someone let me know the functional reason behind it.

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Murali Pannala 10 on at

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This is correct and I have gone through the whole flow . The reason being that there are no entries made during this flow into the project cost trans tables in one particular flow.

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