Concur Invoice Standard Edition Administration Help

Reviewing the Audit Trail of an Invoice

It is possible to review the audit trail history for an invoice. This information is read-only and for viewing purposes only. The tables below describe the actions that will generate a row within the Invoice Level audit trail type, and the actions that will generate a row within the Line Item Level audit trail type.

To view the audit trail for the invoice:

  1. On the Details menu, click Audit Trail.

  2. The Audit Trail window appears.

  3. The date and time, name of the user who updated the audit trail, the action and a description of the action all appear in the Audit Trail window. Review the information (it cannot be edited) and then click Close.

Actions that generate an invoice level row:

Action

Description

Invoice Submission

Whenever an invoice is submitted, a row is generated.

Approval or Payment Status Change

Whenever the system or any user changes the approval or payment status of an invoice, a row is generated.

Comment Editing Status Change

Whenever a comment is no longer editable on the invoice, a row is generated.

Exception Generation

Whenever an invoice is submitted that contains exceptions, a single row is added to the audit trail with each invoice level exception that exists, including icon, code and level.

Invoice Level Field Edits after Submit

Whenever a field on an invoice is changed after it has been submitted, a row is generated.

Clearing Exceptions

Whenever exceptions are cleared, a row is generated.

Invoices Received

Whenever invoices are marked as received, a row is generated.

Deletion While in Resubmit

If an entry is deleted while an invoice is in Resubmit status, a row is generated.

Actions that generate a line item level row:

Action

Description

Comment Editing Status Change

Whenever a comment is no longer editable on an entry, a row is generated.

Exception Generation

Whenever an invoice is submitted that contains exceptions, a single row is added to the audit trail with each entry-level exception that exists, including icon, code and level.

Entry Level Field Edits after Submit

Whenever a field on an entry is changed after it has been submitted, a row is generated.