Working with descriptions

Improve Descriptions

Clear, detailed and professional descriptions on invoices are essential for effective client communication and minimizing misunderstandings. However, descriptions from time tracking entries** and time entries often appear on invoices without sufficient refinement, potentially leading to confusion.

To address this, Copilot has been introduced to rewrite descriptions, making them concise, easy to understand and aligned with business standards. This ensures that the descriptions presented on invoices are both professional and meaningful, improving the overall approval and invoicing process.

In the Pryme Time setup you define specific Copilot commands to refine the text. These commands should:

• Use clear and precise wording
• Ensure grammatical accuracy
• Follow a structured format
• Remove redundant or unnecessary details

For more details on Copilot and Business Central, visit.

Benefits

This feature enables users to request Copilot’s assistance in rewriting descriptions for time tracking entries, time entries and invoice suggestion lines. It provides suggestions to:

• Improved Clarity: Ensures descriptions are concise and well-structured.
• Consistency: Maintains a uniform writing style across all entries.
• Professional Tone: Enhances readability and adherence to corporate communication standards.

To run Improve descriptions copilot

1. Open the Time Tracking Entries, Timesheet, or Invoice Suggestion page.
2. In the action menu, under the AI action group, select Improve Descriptions.
3. Copilot will analyze and suggest improved descriptions
4. Review the suggested descriptions and modify them if needed.
5. Click Keep Changes to apply the refined descriptions

Example Use Case

A user creates a time tracking entry with a lengthy or unclear description. Before finalizing the invoice, they select Improve Descriptions in Copilot. The tool generates a refined version that is clear and professional. The user reviews the suggestion and applies the changes.