The Work History Invoiced Scoreboard provides a detailed audit view of all actions taken while working within the invoiced scoreboard. It captures the full story of user activity by tracking changes, updates, and interactions across the invoice lifecycle, giving users clear visibility into what happened, when it happened, and how the invoice evolved over time.
- All Activity: A comprehensive log of every action performed within the invoiced scoreboard
- Sheet Status: Status changes and workflow transitions for the invoice scoreboard
- Line Item Edits: Additions, removals, and modifications to individual line items
- Terms: Updates to global and line terms.
- Comments: User comments and discussion history related to the invoice scoreboard
Work History Tab Overview
To learn more about the Work History tab and its overall functionality, see the Work History article.
Invoiced Scoreboard Categories
All Activity
Audit Details (All Activity)
As noted above, the All Activity category includes every audit event recorded within the invoiced scoreboard.
To understand which audit details are displayed in the All Activity category, please refer to the category audit details below.
Sheet Status
Audit Details (Sheet Status)
The Sheet Status category shows audit details for status actions performed at the document header with associated paysheet status transitions.
Audit Details include:
- User icon and name
- Status actions
- Created Draft, Unassigned Draft, Reassigned Draft, Started Draft, Cancelled Draft, Finalized Draft
- Invoice number
- Paysheet status
- Unassigned, Assigned, Drafting, Invoiced, Variance Detected
- Comment icon indicating comment was add
- Date and time
- Comment text, if added
Line Item Edits
Line Item Edits
The Line Item Edits category captures audit details for changes made to line level terms, marked as paid/not paid, penny rounding, quantity edits, price edits, and subtotal edits that trigger a price variance.
Audit Details (Quantity, Price, Subtotal)
Line Item Edits – Line Terms captures audit details for line level quantity, price and subtotal, including the change type that indicates whether a term was added, deleted, reset and overrode.
Audit Details include:
- User icon and name
- Change Type
- Edited
- Audit Type
- Quantity, Price, Subtotal
- Line number
- Audit before & after badges
- Audit Type: Quantity or Price
- Value
- Chip (1) indicating the modification was applied to one item.
- Date and time
Audit Details (Line Terms)
Line Item Edits – Line Terms captures audit details for line level terms, including the change type that indicates whether a term was added, deleted, reset and overrode.
Audit Details include:
- User icon and name
- Change Type
- Added, Deleted, Reset, Overrode
- Audit Type
- Freight, Discount, MISC, Tax, Use Tax
- Line number
- Audit before & after badges
- Term
- Term amount
- Chip (1) indicating the term modification was applied to one item.
- Comment icon indicating comment was add
- Date and time
- Comment text, if added
Audit Details (Penny Rounding)
Line Item Edits – Penny Rounding captures audit details at the line level including added, deleted and reset.
Audit Details include:
- User icon and name
- Change Type
- Added, Deleted, Reset
- Audit Type
- Penny Rounding
- Line number
- Audit before & after badges
- Term
- Term amount
- Chip (1) indicating the term modification was applied to one item.
- Date and time
Audit Details (Paid/Not Paid)
Line Item Edits – Paid/Not Paid captures detailed audit information for each line item, including whether it was marked Paid or Not Paid.
Audit Details include:
- User icon and name
- Change Type
- Marked as Paid or Not Paid
- Line number
- Paid/Not Paid Badge
- Check = Paid
- X = Not Paid
- Date and time
Terms
Terms
The Terms category captures audit details for changes made to global and line level terms as well as penny rounding.
Audit Details (Global Terms)
Terms – Global Terms captures audit details for global terms, including the change type that indicates whether a term was added, deleted, reset and overrode.
Audit Details include:
- User icon and name
- Change Type
- Added, Deleted, Reset, Overrode
- Audit Type
- Freight, Discount, MISC, Tax, Use Tax
- Applied Changes
- All Lines, With Term, Without Term
- Audit before & after badges
- Term
- Term amount
- Term method
- Chip (#) indicating the number of items the modification was applied to
- Comment icon indicating comment was add
- Date and time
- Comment text, if added
Audit Details (Line Terms)
Terms – Line Terms captures audit details for line level terms, including the change type that indicates whether a term was added, deleted, reset and overrode.
Audit Details include:
- User icon and name
- Change Type
- Added, Deleted, Reset, Overrode
- Audit Type
- Freight, Discount, MISC, Tax, Use Tax
- Line number
- Audit before & after badges
- Term
- Term amount
- Chip (1) indicating the term modification was applied to one item.
- Comment icon indicating comment was add
- Date and time
- Comment text, if added
Audit Details (Penny Rounding)
Line Item Edits – Penny Rounding captures audit details at the line level including added, deleted and reset.
Audit Details include:
- User icon and name
- Change Type
- Added, Deleted, Reset
- Audit Type
- Penny Rounding
- Line number
- Audit before & after badges
- Term
- Term amount
- Chip (1) indicating the term modification was applied to one item.
- Date and time
Comments
Audit Details (Comments)
The Comments category displays every audit events where a comment was added within the invoiced scoreboard.
Calculation Grid
Some audit entries include a calculation grid that can be viewed by expanding the audit details. This grid displays the following columns: Line #, Value, Subtotal, Freight, Discount, MISC, Tax, Penny Rounding, Total, and Use Tax.
The first row always shows the calculation amounts for the entire invoice, while the remaining rows display the calculations for the affected lines.
