Invoice - Docentric AX

Electronic Reporting & Business Documents for Beginners in D365FO

Posted on October 16, 2021November 23, 2021 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Invoice, Video

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Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]

Docentric Emailing Multiple Invoices

Posted on September 15, 2021December 14, 2021 by Goran Arsovski

Tags: D365FO, Email templates, Emailing, Free Edition, Invoice, Print destinations

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By using this free solution, you will be able to send multiple customer invoices in a single email. You can include Sales and Free text invoices, Project invoices or both. You can also choose to send only Open invoices. Invoices for emailing can be selected […]

Email Invoice and T&Cs with Electronic Signature in D365FO

Posted on June 1, 2021June 20, 2021 by Slobodan Vucicevic

Tags: Attachments, D365FO, Electronic signature, Emailing, Full Edition, Invoice, X++

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Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]

Trace HTTPS Requests and Responses in D365FO

Posted on May 28, 2021June 28, 2021 by Klemen Novak

Tags: Configurable business documents, D365FO, Electronic reporting, Fiddler, Free Edition, HTTPS, Invoice

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Recently, we were faced with the challenge of checking what our D365FO environment was sending and receiving over HTTPS protocol on the Internet and why the integration with external services such as Microsoft Office or SharePoint Online was not working. In order to solve the […]

Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

Posted on May 17, 2021July 6, 2021 by Sanja Kolundzija

Tags: Attachments, D365FO, Electronic reporting, Electronic signature, Full Edition, Invoice, Video

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D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]

Sending multiple customer invoices in a single email without billing period in D365FO

Posted on April 18, 2021October 11, 2021 by Sanja Kolundzija

Tags: D365FO, Email templates, Emailing, Free Edition, Invoice, Print destinations

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IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]

DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric

Posted on March 26, 2021October 20, 2021 by Klemen Novak

Tags: Certificates, D365FO, Electronic signature, Full Edition, Invoice, Video

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By signing your documents with digital certificates, you will prevent tampering and comply with regulations. It doesn’t matter if you created your documents with Docentric or not – you can sign any SSRS or ER document too. Join our session and see the complete reporting […]

Create Project eInvoice with embedded and merged PDF Attachments

Posted on February 4, 2021November 5, 2021 by Miha Vuk

Tags: Attachments, D365FO, eInvoice, Electronic reporting, Free Edition, Invoice, PDF

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Let’s say that we want to send eInvoices from Dynamics 365 for Finance and Operations to our customers. In addition to the invoice data in XML, we also want to send along the invoice document in PDF format and some other related documents (e.g. specifications). […]

Print Management Preview

Posted on November 5, 2020February 8, 2021 by Jernej Valic

Tags: D365FO, Full Edition, Invoice, Print management, Video

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When previewing Print management reports such as Project invoice and Purchase order through Original preview and Copy preview on journals, the result are documents generated using the DEFAULT report design. This is simply because Original preview and Copy preview work without considering Print management setup. […]

Preview Project Invoices Using Print Management in D365FO

Posted on September 10, 2020January 26, 2021 by Jernej Valic

Tags: D365FO, Free Edition, Invoice, Print management

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You can print reports such as Project invoice using Print management when posting a sales order, or, when the document is already posted, from the invoice journal. What happens if there are multiple SSRS report designs (aka formats) for the same report? When printing using […]