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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Mar 3, 2025 |
Business value
The ability to create transactions for time, expense, and material usage directly on a draft invoice streamlines the invoicing process and helps ensure timely and accurate billing. This capability enhances operational efficiency and accelerates cash flow. It provides significant financial and administrative benefits to project-oriented companies.
Feature details
Adding the flexibility to create transactions for time, expense, and material usage directly on a draft invoice is a significant enhancement for project-oriented companies. This approach offers several key benefits:
Timeliness: Prepare and send invoices more quickly. This approach reduces delays that waiting for consultants to submit their time and expenses or that manually creating journal entries causes.
Accuracy: Minimize the risk of errors by entering transactions directly on the draft invoice. This approach ensures that you correctly capture all billable items and reflects the true cost of the project.
Convenience: Consultants and project managers can focus on their core activities without being weighed down by administrative tasks. This benefit is especially true for consultants who are frequently on the move.
Efficiency: Streamline the invoicing process to reduce the administrative burden and allow finance teams to operate more efficiently. This benefit can lead to faster cash flow and improved financial management.
Transparency: The draft invoice gives you a clear and detailed view of all billable items. This transparency makes it easier to review and approve the invoice before you finalize it and send it to the client.
Overall, this flexibility makes the invoicing process more efficient and accurate. It benefits both the company and its clients.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Additional resources
Add new invoice line details to a draft project-based proforma invoice (docs)