User Changes To Invoice Report

Modified on Thu, Apr 16 at 12:20 PM

This report provides a detailed audit trail of every user-made change to an invoice in your organization, including who edited the invoice, when the edit was made, which field was changed, and the before and after values for that field.

Filters

Filter	Description
Group	Filter to view edits only for invoices belonging to a specific location group. Defaults to All.
Location	Filter to view edits only for invoices belonging to one or more specific locations. Defaults to All.
Invoice Date	Filter by the date on the invoice itself. Defaults to the last 7 days. Use the dropdown to select a preset range or a custom range.

You can also use the search bar to quickly locate a specific invoice number, user, or field.

Report Columns

Field	Description
Invoice Number	The invoice number as it appears in Ottimate.
Invoice Date	The date on the invoice.
Location	The location the invoice belongs to.
Invoice Amount	The total amount on the invoice.
Invoice Edited By	The name of the user who made the edit.
Invoice Edited Date	The date and time the edit was made.
Invoice Link	A direct link that opens the invoice in Ottimate.
Change Type	The category of change made (Added or Changed).
Change Field	The specific field on the invoice that was edited (for example, Vendor, Amount, Invoice Date, edits recorded in invoice edit history).
Added Value	The value added to the field when the change type is Added. Blank for Updated and Removed changes.
From Value	The previous value of the field before the edit.
To Value	The new value of the field after the edit.

Note: Each row in the report represents a single field-level change, so a single invoice edit that modifies multiple fields will appear as multiple rows — one per field.

Access Model

Category: Admin Exports

This is an advanced report. Contact your Account Manager or support@ottimate.com if you do not currently have access to Advanced Reports and would like to add them on.