Audit Trail for non-job Invoices (Membership Invoices)

New Contributor III

I was at Pantheon this week and got to speak with Gene Jaeger about Audit Trails for Invoices. It would be awesome to be able to see it, on the invoice page itself, and Not have to go to Job page to view it.

Now I am seeing another HUGE reason to have the Audit Trail on the Invoice page; non-job Invoices!

I was looking at an invoice that I bypassed (per our workflow) and when our manager was asking me about it; I had NO Audit Trail to review to show it was bypassed. So where's the proof? Status says 'Exported' which it always states if it's Exported or Bypassed... So why do they not have a status for 'Bypassed'?

It's so important to be able to see what actions have been taken with an invoice and you can't on the non-job invoices.


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I agree with you 1000%!! Vote for this idea to help push it up the chain!! 

Randi Thompson
Bill Joplin's Air Conditioning & Heating