What Are We Trying to Accomplish?
*Changes are coming. Keep reading for sneak peak of Invoice Automation updates at the end of this article.
With all the invoices you are tracking, it can be helpful to see the life of an invoice in one place. The History action allows you, the accountant, to view the entire history of an invoice or from the order line from the time it is loaded until the invoice is paid. Track the actions taken (user and system changes) and associated timestamps on the invoice.
- Available for: All views except Pending Processing and Needs Review
How Do I Do It?
1) Click the blue lightning bolt dropdown on the invoice line or on the individual PO line / release
2) Select History on either the Invoice or the Order Line level
3) Review the history of the invoice or order line
Here's a sneak peak of changes coming soon to Invoice Automation. The History action will be changing to allow users to easily view the history of an invoice or invoice line.
1. Scroll all the dashboard all the way to the right until the History column appears. Simply click view to navigate to a new page with the invoice history or the invoice line history.
Understanding The Awaiting Receipt Tab
Understanding The Mismatched Tab