PSA : Invoice Activity

Modified on Wed, 31 May, 2023 at 7:10 PM

What is this feature?

The Invoice Activity feature allows users to track the changes made to an invoice, providing enhanced visibility, accountability, and transparency in the invoicing process.

Why is it needed?

This feature is required as it gives access to detailed revisions for enhanced visibility and control. It facilitates the below use cases as well

Change History: The "Invoice Activity" feature maintains a comprehensive change history for each invoice. You can now view the date, time, and user responsible for every modification made to an invoice.
Detailed Revisions: The system captures the specifics of each change, including the modified fields, previous values, and updated values. This enables you to easily identify the exact modifications made to an invoice.
User Accountability: By tracking the user who made the changes, you can easily identify the person responsible for any modifications, promoting accountability within your organization.

How to Navigate Invoice Activity?

Navigation of Invoice Activity can be done in these easy steps:
Go to Project (1) from the left navigation pane and select the Finances tab (2). Select Invoices (3) and find the toggle button (4) in any specific invoices.
Once we navigate, select Update from the list of options as shown in Figure 2.

Figure 1

Figure 2

Figure 3

How to navigate to the Invoice Activity to see the modifications made to an invoice?

- As shown in the below figure, let's make some changes to the invoice. In this case, I make a change to the number of hours in the service line item from 54.72 to 100 hours and update the invoice.
- This change will have direct implications for the tax amount and total invoice amount.

Figure 4

Figure 5

Figure 6

- Invoice activity is recorded in a section-wise manner, presently we showcase the timestamp along with the user who has updated the invoices.
- The changes are shown in terms of field wise and also according to the line items.

Please refer to Figure 6 for complete information.

Note: The Invoice Activity is exclusively visible for invoices that have been generated, and not for those that are in draft status.