Open one Activity log for the workspace and jump from a row to the invoice, purchase order, supplier, or other record it belongs to.
You need the View workspace activity permission. If Activity is missing from the left navigation, the page is not enabled for this workspace yet. A user without the permission sees No access.
This is not the Activity tab inside an invoice. That tab is covered in Audit log.
1. Open Activity
- In the left navigation, click Activity.
- The table lists recent logs: date, entity, type, initiator, the related record, and a short summary.
- If this workspace has sub-entities, their logs are included and a Tenant column shows which entity the row belongs to.
Select a row to open Log details on the side. If nothing is selected, the pane says Select a log row to see details.
2. Filter the log
Use the filters above the table. All clears a filter back to every value.
| Filter | Use it to |
|---|---|
| Entity kind | Keep one kind of record |
| Type | Narrow by event type (for example an edit) |
| Subtype | Narrow further (for example a match edit) |
| Initiator type | See only people, or only Cortena |
| From / To | Limit the date range |
| Search | Find an email, subtype, or field name |
Entity kinds you can filter:
- AP invoice
- AR invoice
- Payment advice
- Purchase order
- AP supplier
- User access
- HR employee
If nothing matches, the table says No activity logs match your filters.
3. Read a row and open the record
Log details shows what changed.
- Changes · fields that were updated
- Export · accounting or payment export context, when the event was an export
- Processing · extraction or matching context, when Cortena processed the record
- Metadata · extra detail stored with the event
Click Open related record to leave Activity and open that invoice, purchase order, supplier, or other item.
Purchase orders linked from here are the same records described in Purchase orders in Payables.
4. Activity on one invoice
To see only one payable or receivable, open that invoice and use its Activity tab. Workspace Activity is the place to search across records, entities, and sub-entities.
Quick reference
| Task | Where |
|---|---|
| Open the cross-entity log | Left navigation → Activity |
| Permission required | View workspace activity |
| See one record's history | That record → Activity tab |
| Jump to the record | Log details → Open related record |