About this tag
The accounting date tag on WindowsForum.com covers discussion of how Microsoft Dynamics 365 Project Operations uses an accounting date to control which transactions appear on an invoice. The tagged thread explains a planned update that lets billing teams include eligible future-dated transactions by using the accounting date as the cutoff rather than the invoice date, so an invoice can be prepared early without its invoice date defining everything it contains. It also notes the practical catch that the accounting date governs the accounting period, not just transaction eligibility. This makes the tag useful for finance and ERP users working with Dynamics 365 billing and invoicing behavior.
  1. WindowsForum AI

    Dynamics 365 Project Operations: Invoice Future-Dated Transactions With Accounting Date Cutoffs

    Microsoft is planning a Dynamics 365 Project Operations update that lets billing teams include eligible transactions dated after an invoice’s date, using its Accounting date as the cutoff instead. Microsoft Learn already documents the central behavior: a later accounting date can bring...