Audit Log Of Who and When Invoices Were Modified

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Audit Log Of Who and When Invoices Were Modified

When changes are made to an invoice the system automatically captures who made the changes and what changes were made.

 

Step 1

First, locate the invoice by finding the invoice on the Dispatch Board

 

 

Or within the property via the Service tab 

 

 

Step 2

Once you have selected the invoice, open the Client Invoice section  

Step 3

At the top of the Client Invoice, you will see the last time the Invoice PDF was generated as well as the invoice history (audit log)

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2 Comments

  • 0
    Avatar
    Travis Gutierrez

    A checkbox to hide the "Invoice History" log while I'm working on the invoice would be GREAT. It takes up a huge amount of space and can get quite annoying when working on the client invoice. Thanks!

  • 0
    Avatar
    Teresa Whelpley

    Hi Travis

    Thank you for the suggestion.  I will submit an enhancement ticket for the checkbox and follow up with you once it goes through the process.  

    Have a great weekend

    Teresa

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