PSA : Invoice Activity

What is this feature? 

The Invoice Activity feature allows users to track the changes made to an invoice, providing enhanced visibility, accountability, and transparency in the invoicing process.

Why is it needed? 

 
This feature is required as it gives access to detailed revisions for enhanced visibility and control. It facilitates the below use cases as well 

• Change History: The "Invoice Activity" feature maintains a comprehensive change history for each invoice. You can now view the date, time, and user responsible for every modification made to an invoice. 

• Detailed Revisions: The system captures the specifics of each change, including the modified fields, previous values, and updated values. This enables you to easily identify the exact modifications made to an invoice. 

• User Accountability: By tracking the user who made the changes, you can easily identify the person responsible for any modifications, promoting accountability within your organization.

  
  
  

How to Navigate Invoice Activity? 

• Navigation of Invoice Activity can be done in these easy steps: 

• Go to Project (1) from the left navigation pane and select the Finances tab (2). Select Invoices (3).  

   

Based on the information provided, you can easily track the activity of invoices according to your specific needs. Simply select the desired invoice to view its detailed activity and make any necessary updates.

To explore more about creating and editing invoices in Keka PSA, please follow this link: Creating and editing invoices on Keka PSA