Invoice Audit Trail Report

An audit trail listing of all invoicing transactions for a given period. Transaction types include invoices, invoice reversals and invoice adjustments.

Before you begin

Additionally you can view an audit trail of a user's created/modified transactions.

Ancillary Information: Transactions displayed on this report tally with the invoice transactions displayed in the following reports for same date range.
  • Invoice Detail
  • Invoice Detail Items

About this task

Tip:
If generating a report with more than 3 years of data, export to a CSV file.

Procedure

  1. Either
    • Click

    • Press Ctrl + P
    • Select Reports > Print
  2. The Print Report window appears.

  3. Select Invoice Audit Trail Report from the list of reports and click Next The Print Invoice Audit Trail > Report window appears. The criteria window for the selected report will appear. In the following example the Invoice Audit Trail Report criteria is displayed. The other invoice audit trail reports offer similar options.

  4. Enter a date range.
  5. Indicate other options as desired.
  6. Indicate which practitioners you want to print data for
  7. Click Next when you are ready to proceed.

Results