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Finance | Project Operations, Human Resources, ...
Answered

Customer invoice journal not showing project invoices

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Hi, experts.

Need some help here. My customer issued sales invoices through Sales Order, FTI and Project forms. Is there a unique report/view showing all these invoices together? I was hoping Invoice Journal view (Accounts receivable - Inquiries and reports - Invoices - Invoice journal) would show me, but it does not (or maybe it is lacking some configuration?).

Please let me know if you have any ideas.

Thanks,

Antonio Melo 

  • Community Member Profile Picture
    on at
    RE: D365 customer invoice journal not showing project invoices

    Thanks for the explanation, André.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    294,141 Super User 2025 Season 1 on at
    RE: D365 customer invoice journal not showing project invoices

    Hi Antonio,

    The only place where you can see the transactions together is on the customer transactions form. The sales invoices and project invoices are stores in separate tables.

    It would be a customization to create a combined view/report.

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