Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP forum / Project Accounting Con...
Microsoft Dynamics GP forum
Suggested answer

Project Accounting Consolidated Invoicing

(2) ShareShare
ReportReport
Posted on by GuruDofGP 240

We are using the Project Module in Dynamics GP2018 for our customer invoicing.  We have been using Cycle Billing and printing up the invoices by batch, and collating them in the Billing Printing by Customer, Project, or Contract, depending on how we need them to be.  But the invoices don't seem to be consolidating by Customer, Project, or Contract.  Is there a step we're missing in the billing process or the printing that is not allowing for the consolidation?  Do I need to create a specific SRS invoice report/template that will calculate and consolidate into one invoice by Customer, Project, and Contract?

Thank you in advance for your assistance!

Categories:
Project Accounting
  • Vinod Kumar Reddy Profile Picture
    Vinod Kumar Reddy 283 on at
    RE: Project Accounting Consolidated Invoicing

    Hi Shannon,

    I'm facing similar issue. We are using D365

    User expectation invoice need to create per project where we can setup this

    Example:-

    Created two sales orders one is for projectA and contract id is 123 other is for projectB but contract id is same 123

    When i create project invoice proposal is consolidating the amounts and creating in a single line

    How we can get one invoice line per project

    Please help me

    Thanks.

  • Suggested answer
    Nelson84 Profile Picture
    Nelson84 5 on at
    RE: Project Accounting Consolidated Invoicing

    Role-based real-time dashboards make it easy to analyze relevant information and answer big questions. Whether it's project managers that need to keep projects within budgets, executives that want to understand which projects are contributing most to overall profitability, or finance staff that need to track how collections are trending, Sage Intacct puts these insights at your fingertips. Financial, managerial, and operational reporting are all available as soon as time, expenses, and costs are entered, so you know your cost structures, how they support top-line growth, and where you need additional resources.

    ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

    myccpay

  • GuruDofGP Profile Picture
    GuruDofGP 240 on at
    RE: Project Accounting Consolidated Invoicing

    The issue is that the option of the "One Invoice Per" is not generating that way.  It's not generating just one invoice for the Customer that includes all Contracts and all of the Projects into one invoice.  It's not generating just one invoice for the Contract that includes all of the Projects under it into one invoice.  It's generating an individual invoice for each single project with the costs in the Project, instead of consolidating under the respective option selected.

  • Shannon Aune Profile Picture
    Shannon Aune on at
    RE: Project Accounting Consolidated Invoicing

    Hi there,

    Is the issue that you are seeing with the option to create "One Invoice Per:" not honoring the option that you select i.e. Customer, Contract, Project or is it related to the collation of the reports that you are printing from when cycler biller is processed?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans