Identify who created an invoice

Question

Is there a way to see which of my employees created an invoice in my book?

Robyn Kelly (Partner) · Accepted Answer

Open the invoice

Click the 3 dots over the top right (next to Email)

Click "View History"

Regards

Robyn Kelly

Reckon Accredited Partner

Reeta Paudyal · Accepted Answer

Hi @KateMillerBeauty ,

Thank you for your query.

To check the history of an invoice, open the invoice and click on the three vertical dots (ellipsis) in the top‑right corner. Then select View history.

This will display the date, the user who made the changes, and a description of the action performed, as shown in the image below.

I hope this helps.