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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Dec 13, 2022

Enhanced Project Audit Trail: Capture Payment Applied Actions

What problem is the customer facing?

  • Certain user actions are not captured in a project's audit trail like they are in a job's audit trail. In a job audit trail we can see many actions, such as who/when a payment is applied to an invoice. Currently in projects these actions are not captured which reduces trust in the platform. Users would benefit from seeing this "punch" in the audit trail denoting when the payment was applied and who applied the payment. This would be for both job-project invoices, AFP invoices, and project invoices. any/all activity regarding these actions should be represented on the project's audit trail.


Why is it useful?

  • Increases adoption of the project page

  • maintains trust in the platform


Who would benefit from it?

  • All tenants (both job-projects and projects)


What value does it provide the business?

  • increases visibility, enables transparency


Do you have a recommended solution?

  • Increase the amount of actions that can be seen within the project audit trail, for example: payments being applied to job-invoices as well as non-job invoices such as project-invoices & AFP invoices

  • Attach files
  • +1