How to View the Change Log/Audit Log for an Invoice in Okappy

Managing your invoices effectively is crucial for any business, and keeping an eye on any changes made is equally important. Okappy offers a feature that allows you to view a comprehensive change log or audit log for each invoice.

This article will guide you through the steps to access this invaluable information.

• Navigate to the Invoice List: Open your Okappy dashboard and go to Invoices.
• Identify the Invoice: Locate the invoice for which you want to view the change log. Each invoice is identified by its Invoice number.
• Access the Options: Next to the relevant invoice number, you’ll see an icon with three dots (often referred to as the “ellipsis” icon). Click on this icon to reveal a dropdown menu.
• Select ‘View Change Log’: From the dropdown menu, select the option that says ‘View Change Log’.

Once you’ve clicked on ‘View Change Log’, a new window will open displaying the following details:

• The Date and Time the Change Was Made: This allows you to see when a particular change was made to the invoice.
• Details of the Change: This section provides a description of what exactly was changed, such as status updates, when the invoice was paid and when it was exported.
• Who Did the Change: This indicates which user made the change, helping to maintain accountability within your team.

The ability to view the change log for an invoice in Okappy adds an extra layer of transparency and accountability to your invoicing process. By following the steps outlined in this article, you can easily keep track of all modifications made to your invoices. This feature ensures that you’re always up-to-date and can make informed decisions for your business.