Dynamics 365 Project Service Automation Quick Tip: Is the Actual invoiced or not?

March 19 2020

Often the accounting department is not so technical and comes back with small issues on using Microsoft Dynamics 365 Project Service Automation (PSA). One of these issues was brought to me last week.

Amongst thousands of Actuals, the user wondered, how do we understand whether they are invoiced or yet to be invoiced?

It is a pretty nice question because when it comes to you for the first time you realise the challenges faced by the invoicing department. This confusion applies mainly to time and materials projects and not for fixed bid as the invoicing in fixed bid is not depended on the approvals of the time entries done by the resources.

Let's look at two possible solutions to this issue.

Solution 1

If you login to your PSA environment and navigate to your project. Click on Related Actuals as shown in the image below. 

About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP and serves as Project Delivery Head at CloudFronts Technologies Pvt. Ltd. and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

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