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MC1472205 Dynamics 365 Project Operations Define the accounting date at invoice level

Summary

  • Dynamics 365 Project Operations is adding an invoice-level accounting date field so billed revenue can post to the intended financial period.
  • The accounting date can be set independently from the transaction date and document date, and the value flows through to Finance and operations apps for consistent billed sales postings.
  • If no accounting date is entered, the system will continue using the invoice confirmation date as the default.
  • This is a new feature announcement for Dynamics 365 Apps; Microsoft states no action is required.

Microsoft is introducing a new public preview feature for Dynamics 365 Project Operations allowing administrators and finance users to define an accounting date at the invoice level starting September 30, 2026. This capability enables billed revenue to post to the correct financial period by decoupling the accounting date from transaction and document dates. Review the upcoming preview functionality to prepare your finance teams for improved period alignment and consistency across connected finance applications.

Administrator impact: No direct administrator action is required.
End user impact: Finance users can now set invoice accounting dates independently to align billed revenue with the correct financial period.
Score rationale: The update introduces a stay informed feature for public preview with no mandatory actions required by administrators.

Message ID: MC1472205
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Medium
Release Start: 30 Sept 2026
Release End: 30 Sept 2026
Service: Dynamics 365 Apps
Category: Stay informed
Tags: New feature
Rollout: September 2026
Published: 15 Sept 2026
Expires: 15 Oct 2026
Last updated: 15 Sept 2026

History

9/15/2026 Item Added to Message Center

Microsoft Message

We are announcing the ability to define the accounting date at the invoice level in Dynamics 365 Project Operations. This feature will reach public preview on September 30, 2026.

How does this affect me?

With this feature, users can set the accounting date on an invoice separately from the transaction and document dates, so the 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.

Key capabilities of this feature include:

  • 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).

What action do I need to take?

This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Define the accounting date at invoice level.