In the “All free text invoices” transaction (Accounts Receivable Module -> Invoices -> All free text invoices) the grid currently displays limited details of the items amounts.
The system does not provide visibility of the invoice total amount or the current balance (amount not settled) directly in the list view.
It is only possible to to view an item's total value, however a manual action is required to navigate to the "Totals" section to retrieve each invoice's total amount value one by one.
PROPOSED SOLUTION:
Introduce two optional columns in the All free text Invoices transaction:
- Invoice amount - displays the total value of the invoice
- Invoice balance (or amount not settled) - displays the remaining open balance after partial payments and/or credit note deductions
The requested columns should fully support sorting, filtering, exporting and personalization, consistent with standard D365 tables functionalities.
BENEFITS:
- Efficiency improvement for daily processes of the Finance Teams - balances to be reviewed without additional actions
- Improved control - quick visibility of open balances for better monitoring
- Risks reduction - reduced risk of missing unsettled amounts
- Report simplification - swift data export for further processing
- Improved user experience - allows personalized and filterable views of All free text invoices
PRIORITY
Given the low development effort and high operational benefit, this enhancement is assessed as high priority.
It addresses a significant gap by surfacing a vital financial information directly on the free text invoices list page.
I kindly request placing this improvement on the roadmap for the next release.