Help
Open appBook a call

Workspace Activity

Browse one activity log across payables, receivables, purchase orders, suppliers, and related records.

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

  1. In the left navigation, click Activity.
  2. The table lists recent logs: date, entity, type, initiator, the related record, and a short summary.
  3. 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.

FilterUse it to
Entity kindKeep one kind of record
TypeNarrow by event type (for example an edit)
SubtypeNarrow further (for example a match edit)
Initiator typeSee only people, or only Cortena
From / ToLimit the date range
SearchFind 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

TaskWhere
Open the cross-entity logLeft navigation → Activity
Permission requiredView workspace activity
See one record's historyThat record → Activity tab
Jump to the recordLog detailsOpen related record