Settings and activity
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78 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
Jennifer Clark
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8 votes
To make sure I understand - Would this be to select certain files that are always attached when the rule is used, Jennifer?
An error occurred while saving the comment Jennifer Clark
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Yes that could be helpful as well, however on this occasion I was thinking of original documentation to support the existence/structure of the rule itself. For example, documents confirming which account to code to and why, and any limitations (eg only specific transactions), so that other users are aware and don't make any incorrect changes.
A basic example I have is a client who wants certain Apple transactions to director's loan. There is a risk another user may think it's okay to add all transactions to the rule, or change the account code back thinking it's wrong.