Download an invoice Activity report (PDF)

Create a branded Activity Report PDF from an invoice’s Activity tab. The report follows the filter you have selected and is useful for audits, handoffs, and controller review.

1. Filter the Activity timeline first

1. Open the invoice → Activity.
2. Use the filter chips: All, User, Edits, Workflow, or Exports.
3. Expand or collapse Cortena Agent Processing for grouped ingest/match events.

The audit package exports whatever filter is active. A hint under the download section shows which filter will be exported.

Permission required: View invoice activity log.

2. Create and download the package

Under Audit package PDF:

1. Click Create audit package (or Create new audit package if one already exists).
2. Wait for Creating audit package… to finish.
3. Click Download audit package.
4. Open Earlier packages if you need a previous run.

Creating a package is itself logged on the timeline (Created Audit Package / subtype Audit package PDF).

3. What’s in the PDF

Cover title: Activity Report. Events use the same style of narratives as the on-screen timeline, with people resolved to names where possible.

When Twinfield accounting exports appear, IDs are labeled clearly, for example:

• Twinfield transaction (provisional) / (final)
• Twinfield export reference (provisional) / (final)

Other Twinfield fields may include transaction type, office, and organisation under an Accounting system section.

Tips and limitations

• Change the filter before creating a new package if you want a narrower report (for example Exports only).
• Related: Workspace Activity for cross-entity logs; Audit log for the on-screen timeline.
• Packages are generated asynchronously. Keep the tab open until status leaves Creating….

Quick reference