Dynamics 365 Project Operations: Optimize Project Operations - Allow to invoice future-dated transactions

Available for core and integrated.

Currently, project invoices include transactions based on the invoice date, which can make it difficult to prepare invoices in advance when additional transactions are expected before the end of the billing period.

With this feature, you can use the Accounting date as the transaction cutoff date for an invoice. When the Accounting date is later than the invoice date, you can include eligible future-dated transactions through the Accounting date on the invoice.

This capability helps billing teams prepare invoices ahead of time while ensuring that transactions through the intended billing cutoff date can be included. The Accounting date also determines the accounting period in which the resulting billed transactions are recorded.