The Paysheet Document Tab Audit feature allows users to view audit details directly while working within the Invoiced or Reconciled Scoreboard. This feature provides visibility into changes performed on the paysheet, helping users track work history and maintain accountability.
Audit details can be viewed in either the Side View or the Grid View, depending on the user’s preference. This display option allows each user to choose the view that best fits their workflow.
The feature will support multiple levels of auditing, including:
- Global Audit: Allows users to view the complete audit for the selected variance at the document level.
- Line Audit: Allows users to view the complete audit for the selected line variance within the document.
- Line Audit Event Drilldown: Allows users to click the total amount on a line to view all audit changes for that line, not just a single variance.
This multi-level approach ensures users have complete visibility into both high level and granular document activity.
View Layouts
Audit View Options
Use the icons at the audit header level to set your preferred view. This allows you to switch between different layouts and display options that work best for you.
Side View
The Side View displays audit information side by side with the scoreboard grids, allowing users to review detailed audit activity while keeping the main scoreboard visible.
Grid View
The Grid View displays audit details by flipping the grid widget to reveal the audit information. This design allows users to focus on audit data while maintaining the structure of the scoreboard.
Accessibility
Global Audit
Global Audit can be accessed by clicking the Variance badge in the scoreboard. It allows users to view the complete audit history for the selected variance at the document level, including any actions or calculations that affected the field's value.
This audit is available in both the Invoiced and Reconciled paysheet stages. Users can access it by selecting the variances directly from the Invoiced Scoreboard.
Side View
Grid View
Global Audit Net Term Rules
Global Audit shows not only direct changes to a field, but also any operations that caused the field to be recalculated. When Net Term rules (for example, Tax) are enabled, changes to related fields such as Discount, Misc, or Freight may appear because they impact the calculated value.
Line Audit
Line Audit can be accessed by clicking the Variance badge in the grid. It enables users to view the complete audit history for the selected line variance within the document, including any actions or calculations that affected the field's value.
This audit is available in both the Invoiced and Reconciled paysheet stages. Users can access it by selecting a line variance directly from the Invoiced Scoreboard.
Side View
Grid View
Line Audit Net Term Rules
When Net Term rules (such as Tax) are applied at the line level, the audit may include changes to related fields like Discount, Misc, or Freight. These entries appear because updates to those fields trigger a recalculation of the Net Term value.
Line Audit Event Drilldown
Line Audit Event Drilldown can be accessed by clicking the Total Value in the grid. This allows users to view all audit changes for the entire line, not just a single variance.
The audit is available in both the Invoiced and Reconciled paysheet stages:
- In the Invoiced Scoreboard, clicking the total value displays all audit events for that line that occurred during the invoiced stage.
- In the Reconciled Scoreboard, clicking the total value displays all audit events that occurred during the reconciliation stage.
Users can access this feature by selecting the total value of a line in either scoreboard.
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