Dynamics 365 Project Operations: Optimize Project Operations - Define the accounting date at invoice level Beta
Data as of 2 hours ago (26 October 2026)
Description
This feature: Introduces an accounting date field on the invoice that you can define. Sets a user-defined accounting date on the billed sales actuals, which is passed to finance and operations apps so the transaction is aligned to the same date. Lets the accounting date differ from the transaction or document date to give you control over period alignment. Lets the system fall back to the invoice confirmation date if the accounting date is not defined (existing default behavior). Business Value: You can set the accounting date on an invoice separately from the transaction and document dates, so your billed revenue posts to the right financial period. This keeps Project Operations and finance and operations apps in sync, with the same accounting date flowing through for consistent billed sales postings. Enabled for: Enabled by admins/makers/marketers for end users
Change history
Added to the roadmap 16 October 2026. Tracked here since 16 October 2026. Earliest target we recorded: March 2027 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 16 October 2026. Changes appear here as Microsoft updates the feed.