Project ledger entries from expense reports
Project ledger entries from expense reports
The chosen project and task show in the billable information of the expense report. Posting creates project ledger entries automatically.
Area: Expense Agent. Status: GA. Developer relevance: medium. Airtime: 1 min across 1 video, demoed.
Status evidence
- Nothing said about status; launch event convention: generally available unless stated otherwise.
Where they talk about it
Quotes
- 5:16 "In a show billable information, you can find project I assign and project task." - Shows where the chosen project and task land in the Business Central expense report.
- 5:27 "So, you can see that I have project ledger entry here. So, everything is added automatically." - Confirms that the web app project choice leads to a project ledger entry on posting.
Caveats mentioned
- The expense report was not posted in the demo, only a preview posting was shown
Prerequisites mentioned
- Project and project task set on the expense
Documented features match
- Use assigned projects only in the web app - low confidence (llm). Docs say: Public preview, roadmap id 573259. Projects in expenses
- Product documentation: Create and manage expenses, checked 2026-10-02. When you post the expense report, Business Central creates a project ledger entry and the standard expense and employee ledger entries. Note: Prerelease. Also in Post expense reports ('Project ledger entries: created only for expense lines that have a Project No. and Project Task No.'). The 'show billable information' display is not specifically described.
Docs checked on 2026-10-02: the match is against Microsoft's what's new pages for the wave as they were on that date. Microsoft keeps filling the documentation, so "no documented item" can go stale.
Tags: expense, projects, posting, finance
Generated by pipeline step 06. Source: YouTube auto-captions of the launch event videos, see the deep links. Not official.