Every meaningful change to an invoice is recorded in Activity: who changed what, when exports ran, when workflow steps completed, and when fields were edited. Use it for AP handoffs, controller review, and troubleshooting.
Who this is for: AP leads, auditors, and support staff who need a clear history of edits, exports, and workflow actions on a single invoice.
1. Open the Activity panel
- Open an invoice in Payables, Expenses, or Receivables.
- Select the Activity tab (or side panel, depending on layout).
- Entries appear newest first.
System events (extraction finished, export started) and user events (field edit, approval) share the same timeline.
2. What gets logged
| Event type | Examples |
|---|---|
| Processing | Imported, reprocessed, page-range reprocess |
| Field edits | Creditor, dates, payment terms, cost centres |
| Line items | Account, VAT code, amounts, new lines |
| Workflow | Step completed, reverted, approval granted |
| Export | Sent to DATEV, Twinfield, Exact, Agicap |
| Status | Payment status, display status changes |
Each entry shows timestamp, actor (user name or "System"), and a short description.
3. Field-level change detail
When someone edits booking or header fields, the log can show before → after values, for example creditor number or payment terms days.
Expand an entry to read individual field changes without comparing PDF versions.
4. Practical uses
- Handoff · see what a colleague already fixed before you pick up Needs review
- Export disputes · confirm exact export time and target system
- Reprocess · verify which page range or full reprocess ran
- Compliance · demonstrate four-eyes approval in the activity stream (GoBD-aligned trail)
Activity is read-only. You cannot delete or edit log entries.
Quick reference
| Task | Where |
|---|---|
| View history | Invoice detail → Activity |
| Field changes | Expand user edit entries |
| Export proof | Look for "Sent to …" system entries |
| Reprocess trail | "Reprocessed using pages …" narrative |
| Related | Editing invoices |