Client Invoice - Audit View

The Client Invoice Audit view lists all the events from creation of the invoice in date and time order and provides the username that performed the event.

The events recorded are described below.

• Created

  The Created status is generated when an invoice is created and therefore there will only be one occurrence of this status, and it will be the first event listed.

• Updated

  Every time Activities, Disbursements, General Lines and/or Percentage Lines are added, modified or deleted, and the invoice is saved, an Updated event is added to the audit list with the date, time and username of the person that saved the invoice after making the changes to the invoice.

• Approved

  When an invoice is Approved, an Approved event is added to the audit list the date, time and username of the person that approved the invoice.

• Unapproved

  When an invoice is Unapproved, an Unapproved event is added to the audit list the date, time and username of the person that unapproved the invoice.

• Printed

  Every time the invoice is printed a Print event is added to the audit list.

• Scheduled for Sending

  Every time Send is selected, a Scheduled for Sending event will be recorded in the audit list.

• Sent

  Once the invoice has been sent by our third-party email delivery service, a Sent event will be recorded each time that the invoice is successfully sent.

• Entry Written Off

  Every time an Activity or Disbursement entry is written off, a Written Off event will be recorded on the audit list.

• Tax Group Changed

  Every time the Tax Group is changed, a Tax Group Changed event will be recorded on the audit list.

• Entry Reallocated

  Every time an Activity entry is reallocated, an Entry Reallocated event will be recorded on the audit list.