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Free Text Invoice Report

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Is there a report that I can run in D365 to show all of the free text invoices that have been created in a specified time frame?

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André Arnaud de Cal... 306,330 Super User 2026 Season 1 on at

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Hi Just4teri.

There is no out of the box report. You can create a report as customization or export data from the form. The table for free text invoices is having the 'CreatedDateTime' field enabled which will make it possible to filter on a time frame.

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Ludwig Reinhard Microsoft Employee on at

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Hi just4eri,

The audit trial inquiry form in the GL module might help. From there you could export the data to excel and analyze them.

Not perfect but maybe an easy workaround.

Best regards,

Ludwig

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Gaurangkumar Jani 4,565 User Group Leader on at

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Hi just4teri,

Now system is so flexible that you can get this kind of report/data in another way.

I have tried to get reports/data in the workspace by using the CustTrans table.

Please check:

Just provided required filters on cust trans and set the list on the workspace.

Let me know if it works for you.

Thanks,

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Hossein.K 6,650 on at

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Hi,

Create inquiry report form with 'CreatedDateTime' for the table free text invoices and then you can filter what you want.

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Community Member on at

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@ CA Gaurangkumar Jani The screen shot you provided looks to be exactly what I need. Would you be able to provide me with step by step instructions on how I can create the report? (I'm really new to D365 and I didn't see this option under my Credit and Collections workspace)

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Ludwig Reinhard Microsoft Employee on at

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Hi just4teri,

Try the following

1. Open AR/All free text invoices

2. Select Options/Add to workspace

3. Select the customer and collections workspace and select presentation "List"

4. Click configure

5. Enter a name and select the columns you want to see. Press OK

6. Open the workspace again

Best regards,

Ludwig

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Gaurangkumar Jani 4,565 User Group Leader on at

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Hi Just4teri,

Please follow the following spets to configure Free text Report in Workspace:

Open Customer Transaction (CustTrans)

Refresh the browser (It will remove customer selection and you will be able to see all customer transactions)

Apply the filter to select only Free text Invoice (Either Transaction type = Customer or Invoice (or Voucher) = Starting with Specific Prefix “FTI”)

Go to Option = Add to Workspace

Select Workspace = as per your requirement or need (Cust credit & Collection)

Select Presentation = List

Click on “Configure”

Give the appropriate Name of List

Select List Style = Tabular (up to 8 columns)

Select the Column you required

Click “Ok”

Refresh the Browse

Go to Workspace and check the list

Let us know if this helps.

Thanks,

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Gaurangkumar Jani 4,565 User Group Leader on at

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Hi Just4teri,

You can follow the steps from following blog:

dynamics365finance.wordpress.com/.../

Thnaks,

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