Audit trail Definitions

[jodymayo]

Can someone please explain to me what is ment by in the audit Trail. (Action: Invoices received Description: Invoices received changed from No to Yes)?

[KevinD]

@jodymayo Hello there. Are you using our Invoice Capture service? I'm trying to look up these Audit Trail messages. I know through our Capture service, that once the invoice comes into the system it is flagged as Received.

[jodymayo]

The problem I had was that in the email responce from concur it showed as assigned yet there was nothing in my queue for over a week. Then there was several invoices that showed up in my queue. (11) Several of these invoices ended up being paid late. Every one looked like this. See below. I was told the the comment that I asked about means that I didn't "open" the invoice until that date and was reprimanded for not doing my job and submitting in a timely manner. Bye Bye to this years Bonus. I think they were hung up in the system and I am trying to get verification about the "Received" comment. Was that when I opened it or when it hit my que and able to be submitted?

Please Advise.

[KevinD]

@jodymayo question for you. Did the system not send you a notification when the Invoice was assigned to you? I'm asking because of the 10 days it took to show assigned to Received.

[jodymayo]

Yes it did yet there was nothing in my Queue. Everything hit on that friday. I check it most every day. 

[PoojaKumatkar · Accepted solution]

Hi @jodymayo ,

There is one option available for processor where after reviewing attached invoice they can mark particular invoice as 'invoice received' or 'invoice not received'. 

By default, invoice received will be set to 'No' and when invoice reaches to invoice processor queue or in ready for processing stage, if processor mark the invoice as received then in audit trail it will reflect as (Action: Invoices received Description: Invoices received changed from No to Yes).

Note that this option is only available for invoice processor role and not for any other roles.

[jodymayo]

The problem I had was that in the email responce from concur it showed as assigned yet there was nothing in my queue for over a week. Then there was several invoices that showed up in my queue. (11) Several of these invoices ended up being paid late. Every one looked like this. See below. I was told the the comment that I asked about means that I didn't "open" the invoice until that date and was reprimanded for not doing my job and submitting in a timely manner. Bye Bye to this years Bonus. I think they were hung up in the system and I am trying to get verification about the "Received" comment. Was that when I opened it or when it hit my que and was able to be submitted?

Please Advise.