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Feature Details

Module: Retail and commerce
First Available In 10.0.41
Find out more at https://aka.ms/Statement_summary
Lifecycle State: On By Default
Can Be Disabled: Yes

Content Author Info

Created By Nathan Clouse
Created On 2024-11-10
Updated By Nathan Clouse
Update On 2025-02-03

This feature leverages AI to offer a comprehensive summary of insights derived from posted and unposted statements and transactions from the last 7 days. The summary includes insights such as count of transactions stuck in the calculated state, total sales amount of these statements, oldest transaction date and some risks such as transactions with returns without receipts, expense transactions, price overrides etc. understand the issue.