Searching for Invoice History Records
Did you know that you can now search for history records in the Finance - AR – Invoice activity? That is correct! In 17.02, we added the ability to search for invoices by history messages.
For example, let’s say we want to see how many invoices were copied from another invoice. From the AR- Invoices activity search, you can simply enter a partial phrase such as “copied from” and hit Go.
Tada! You can see there are two invoices that pulled up on the list. If you open up one of the invoices and go to the History tab, you can see that this invoice was copied from invoice IN17-00012.
Additionally, you can get a list of invoices that were edited by a user and by date range (when a history record was created).
It is that simple!