Improve Descriptions

Clear 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, a new feature has been introduced the AI Copilot to rewrite descriptions, making them concise and easy to understand. This ensures that the descriptions presented on invoices are both professional and meaningful, improving the overall approval and invoicing process.

You have more information about Copilot and Business central here.

Purpose:

This feature enables users to request AI Copilot’s assistance in rewriting descriptions for Time Tracking Entries, Time Entries and Invoice Suggestion Lines. It provides suggestions to enhance clarity and professionalism, ensuring that invoice descriptions are appropriate and aligned with business standards.

To run Improve descriptions copilot

1. Open Time Tracking Entries/Timesheet/Invoice Suggestion page.
2. In the action menu, under the AI action group, click Improve Descriptions. Upon selecting this action, AI Copilot reviews and suggests rewritten descriptions.
3. Review and modify suggested descriptions if needed.
4. Click Keep changes.

Example Use Case

A user creates a Time Tracking Entry with a lengthy or unclear description. Before finalizing the invoice, they select the AI Copilot action to rewrite the description. The tool suggests a refined version, which the user applies, ensuring the invoice is clear and professional.