Invoice Change Log

The Invoice Change Log report enables you to generate a list of invoice changes. To use this report, you must select the Track Changes to Invoices option on the System tab of the System Control screen. With this option, GlobalWare tracks all changes made to invoice data by using GlobalWare functions. For details, see "Tracking Changes to Invoices and Associated Data" in the System Tab topic.

The log report lists the pay ID, the date and time the invoice was changed, the field that was changed, and its original and current value. For comment and segment changes, the report lists the line or segment number as well as the pay ID.

Running the report

To run the report:

  1. On the Invoice submenu, click Invoice Change Log.

    The Invoice Change Log dialog box appears.

    The following table describes the fields on the Invoice Change Log dialog box.

    Field Description

    Pay ID

    Pay ID. The report will include invoice items for this pay ID only. Leave this field blank to include invoice items for all pay IDs.

    Agent

    Agent code. The report will include invoice items for this agent code only. Leave this field blank to include invoice items for all agents.

    To find and select an agent, click the lookup () button. The Agent screen appears. For details, see Using the Lookup Buttons and Screens.

    From (for date range)

    Beginning date of a range of dates when invoice items were last changed. Invoice items within the specified range of change dates will be included on the report. Use this date in conjunction with the To date to define a range. If you specify only the From date, the range includes all dates from this date to the current date. Leave the date fields blank to include all dates.

    To (for date range)

    Ending date of a range of dates when invoice items were last changed. Invoice items within the specified range of change dates will be included on the report. Use this date in conjunction with the From date to define a range. If you specify only the To date, the range includes all dates before and including this date. Leave the date fields blank to include all dates.

    Primary Sort

    First-level field to use for sorting report data. The following fields are available from the drop-down list: Agent, Edit Date, Field, and Pay ID. You can also select <none>.

    Subtotal (for primary sort)

    Indicates whether to subtotal based on the field specified in the Primary Sort field.

    Secondary Sort

    Second-level field to use for sorting report data. The following fields are available from the drop-down list: Agent, Edit Date, Field, and Pay ID. You can also select <none>.

    Subtotal (for secondary sort)

    Indicates whether to subtotal based on the field specified in the Secondary Sort field.

  2. Complete the fields as appropriate.

    Note: All fields are optional, but using at least one is required.

  3. Choose one of the following print options:

    • To print the report immediately, click PRINT.

      The Send to dialog box appears. Select a report destination. For more information, see Printing Overview.

    • To store the report as part of a batch for printing later, click BATCH.

      The Choose a Batch dialog box appears. For more information, see Batch Printing.

Report example

Invoice Change Log report example

Report notes