The Work History Reconciled Scoreboard provides a detailed audit view of all actions taken while working within the reconciled scoreboard. It captures the full story of user activity by tracking changes, updates, and interactions across the reconciliation 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 reconciled scoreboard
- Sheet Status: Status changes and workflow transitions for the reconciled scoreboard
- Resolution: Updates to all & individual reconciliation resolutions.
- Comments: User comments and discussion history related to the reconciled scoreboard
Work History Tab Overview
To learn more about the Work History tab and its overall functionality, see the Work History article.
Reconciled Scoreboard Categories
All Activity
Audit Details (All Activity)
As noted above, the All Activity category includes every audit event recorded within the reconciled 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
- Assign Variance, Unassign Variance, Reassign Variance, Start Reconciling, Cancel Reconciling, Finalize Reconciling
- Invoice number
- Paysheet status
- Variance Detected, Reconciler Assigned, Reconciling, Reconciled
- Comment icon indicating comment was add
- Date and time
- Comment text, if added
Sheet Status - Assign Variance
The Assign Variance Sheet Status Audit Details vary slightly, please see below.
Audit Details include:
- User icon and name
- Status actions
- Assign Variance
- Invoice number
- Paysheet status
- Variance Detected, Reconciler Assigned
- Variances Detected with Chip indicating number of items the variance applies to.
- Date and time
Expanded Details
- User icon
- Variance Assigned
- User Name
- Badges display variances assigned to the user.
Assigning Variance(s) to Multiple Users
If variances are assigned to multiple users, the same audit details apply, shown separately for each assigned user.
Default
Expanded
Sheet Status - Reassign Variance
The Reassign Variance Sheet Status Audit Details vary slightly, please see below.
Audit Details include:
- User icon and name
- Status actions
- Ressign Variance
- Invoice number
- Paysheet status
- Reconciler Assigned
- Comment icon indicating comment was add
- Date and time
- Comment text, if added
Expanded Details
- User icon
- Variance Reassigned
- User Name
- Badges display variances reassigned.
Resolutions
Resolutions
The Resolutions category captures audit details for resolutions applied to all line items, as well as individual line items requiring reconciliation.
Audit Details for Quantity, Price and Terms coming soon.
Comments
Audit Details (Comments)
The Comments category displays every audit events where a comment was added within the reconciled scoreboard.