Suggested by Sunil Chuttoo – New
Each cost invoice captured by the app is currently created as a sperate Invoice Journal in D365 Finance - i.e. a one-to-one relatonship between invoice an Invoice Journal.
This causes a lot of records on the invoice journal grid and makes it hard to navigate and search for a specific journal. In addition the description on each journal is vague which makes the task of looking for a particular journal even more difficult.
Suggestion: Group all cost invocie over a given period of time in one journal - where each invoice is a separate voucher within the journal. The attachments would be at the voucher level.
I totally agree with your proposal to group all cost invoices into a single journal with each treated as a separate voucher. This approach will indeed reduce the number of records and improve navigation and searchability within the invoice journal grid. Additionally, attaching relevant documents at the voucher level will enhance accessibility and streamline the process. I believe this change will greatly improve our efficiency and user experience with D365 Finance. Looking forward to implementing this solution.
I'm fully in agreement with Sunil's proposed idea and Ismail's comment. One client I worked with that has predominately cost-type invoices considered the Invoice Capture App but ultimately decided to go the direction of an ISV. One of the reasons they made that decision was this described issue.