Invoice Modification History
This feature is introduced to check the history of the events take place in invoice proposal.
Invoice proposal history and line history new button introduced will enable the user to view the history of invoice proposal.
The below listed events will be recorded as part of Invoice modification history.
- Create invoice proposal.
- Add lines.
- Remove
- Modify time.
- Write off time – transaction.
- Write off time – percent.
- Write off time – quantity.
- Write up/ Write down.
- Reapply sales price.
- Move grouped time.
- Adjust transactions.
- Move grouped expense.
- Modify expense.
- Write off expense – transaction.
- Create fees.
- Moved grouped fees.
Invoice proposal history
Go to Project Management and Accounting>Project>Manage>Invoice proposal
| Fields | Description |
| Invoice proposal history | This invoice proposal history button allows user to see the history of all events occurred in the invoice proposal and that will consist of the above-mentioned events if happened. |
So once clicked on Invoice proposal button user will be able to view the details with specified fields.
The fields for transactions will be
| Fields | Description |
| Proposal Id | Invoice proposal Id will be displayed here |
| Invoice line amount | Total Invoice line amount will be displayed here. |
| Transaction id | Transaction id of the transactions will be displayed here. |
The form fields will have.
| Fields | Description |
| Modified date and time | This field will have the information of the invoice proposal modified data and time |
| Modified by | This field will hold the information of modified user information |
| Transaction type | Transaction type of the transactions will be displayed here. |
| Modification type | Modification type of the transactions will be displayed here. |
| Field name | Field name will display the type of field |
| New value | Value entered newly |
| Old value | Value which existed before changing. |
| Project ID | Displays the Project ID |
Proposal line history check box
When we select the line and mark as selected in check box (proposal line history) then user can see the specific transaction history from the table.
| Fields | Description |
| Proposal line history | When we select the line and mark as selected in check box (proposal line history) then user can see the specific transaction history from the table. |
Line History
| Fields | Description |
| Line history | The line history button allows user to view the detailed information about the transaction. |
The line history button allows user to view the detailed information about the transaction.
It will have the details of the line with specified fields.
| Fields | Description |
| Transaction Id | Transaction Id will be displayed in the field |
| Line amount | This field will hold the information of the line amount |
| Sales Price | This field have the information of the sales price. |
| Quantity | Quantity of the transactions will be displayed here. |
| Category Id | The category will be displayed here in this field. |
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