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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Invoice Description is...
Finance | Project Operations, Human Resources, ...
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Invoice Description issue.

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Posted on by Community member
Hi Team, 
I have to put a table, something similar to below, in Description while invoicing. 
Whenever I copy paste system creates multiple billing line.   I don't want that, I want to have it in single billing line. 
Is there an easy way to do it., One or two line is manageable manually but, if there are multiple entries in table then not practical. 
 
Code                     Project                                          Amount  
437-P30123      Project Phoenix - Market Analysis    5890          
437-P31234      Ad-hoc: Leadership Workshop          3120          
 
 
Thanks in advance. 
Regards
Nauman. 
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,768 Super User 2024 Season 2 on at
    Invoice Description issue.
    Hi Nauman,
    Have you tried to use delimiter (like ;  ) to avoid creating several lines on billing type. You need to remove shift line to avoid creating several lines.
    Example:
    437-P30123;Project Phoenix - Market Analysis;5890;437-P31234;Ad-hoc: Leadership Workshop;3120
     
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
    Invoice Description issue.
    Hi,
     
    I think you can use commo else system will read this as two lines . Or did you try using import using excel add-in?
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Invoice Description issue.
    Hi,
    To address the issue, you may want to consider the following steps:
    Use a Single Line Description:
    Ensure that the Description field is set up to accommodate a multiline entry. If the system is creating a new line for each line break, try entering the entire table in a single line.
    Delimiter Usage:
    Consider using a specific delimiter (e.g., a comma or semicolon) between the entries in the table. After pasting, you can then manually split the information into separate fields using the delimiter.
    Custom Development:
    If the standard functionality doesn't meet your needs, you might need a more customized solution. This could involve development work to parse the pasted content and organize it into a single billing line.
    Best regards,
    Kevin

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