mytem360 / Billing - Action log | |
View the history of actions carried out in the invoice module |
The "Invoice action log" module, accessible from the "Billing/Invoice" module, lets you consult the history of actions carried out on your invoices in a consolidated view, with no time limit.
A global export accompanies the module. (via MyBox360)
This article explains :
1. How to access the "Action log" module
2. A description of the data displayed
3. How to filter data by perimeter and/or time period
4. How to export displayed data.
1 - Access the "Invoice action log" module
1. Click on the Billing -> Invoice module, then select the "Invoice action log" brick.
2 - The displayed data
Each line of data displayed in the table corresponds to an action performed. There are 4 columns:
- User: indicates the first and last name of the user who performed the action.
- Invoice: indicates the invoice concerned by the action
- Supplier: indicates the first and last name of the user who performed the action
- Description: describes the action performed (e.g. "Validate invoice")
- Effective date: indicates the date on which the action was performed (e.g. "09/14/2023")
You have the option to search or filter on the columns presenting these options by moving the mouse over the various column headings.
Click on the "Period" section to select a specific period:
The number of items displayed is indicated at the top of the table:
3 - Export your logs
1. Click on Export
2. Find your export in mybox360 :
Comments
0 comments
Article is closed for comments.