Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
Hi everyone, our product team have released their first update to the history and notes of new invoicing where you can now see more detail of the change that's been made such as where an issue or due date has been edited or the amount of the invoice has changed.
We have more improvements planned for new invoicing history and notes and I'll share more as this comes, here.
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Mandy Weston commented
I would add who it has been emailed to as important too!
Classic showed who I sent it to with the date and time it was sent
New just shows I sent itIf a customer questions us it would be ideal to screenshot who we sent the invoice to! Like I always have in the past
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Luke Rawsthorn commented
Provide detailed changes to invoices and bills after approval such as date changes, client / vendor, invoice value, line item value, tax values, description.
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Jordana Gray commented
100%! It's good to know that something has been changed/edited and by who but it would be so much more helpful to know exactly what has been changed. So far it seems that the only changes you can see are the total invoice amount and the contact name.
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Kaitlin Debrick commented
The ability to see what has been previously changed on a bill, transaction, etc. Sometimes clients change things without telling you, and it would be nice to know what they changed.
The History and Notes feature is great but doesn't provide enough detail for this.