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:

On the Details menu, click Audit Trail.
The Audit Trail window appears.
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.