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Invoice History and Audit Trail

How can the change history of an invoice be viewed? Where can I see who has edited or approved the invoice?

 

 

Each invoice has its own history, which shows details such as who changed specific field values or who approved the invoice.

 To view an invoice’s history: 

  1. Select an invoice by clicking the + icon in the Previous invoices or Active invoices sections, or in the Search view. 
    In the Next invoices section, select the invoice using the checkbox. 
  2. Click the clock icon next to the invoice image.





     The invoice history appears in place of the invoice image. 


 

History log events

 

The history events are divided into user actions, Dooap actions and AI actions.

 

  • User actions: The human activity section in the history log displays actions done by a user in Dooap.
  • Dooap actions: Dooap section displays actions done by Dooap.
  • AI actions: Sections highlighted in blue include actions done by Dooap Studio AI Agent.
    •  To show or hide AI actions, select or clear Show AI actions. 

The log contains all relevant actions completed during the lifetime of the invoice.

  • Action name: What was done.
  • User: Who did the change. If the change was done while impersonating another user, that will be shown in the log.
  • Action time: When was the action done.
  • Details: Any relevant details regarding the action. Changes in values are logged for certain fields only.

 

Searching events

 

You can use the search box to search events for example by using the user's name or events details.

 

 

Please note that: Copying rows from previous invoices or Excel is logged as an action but no values are being logged on that level of detail. Same applies for ML (Machine Learning) selected coding.