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eddie-paterson
July 3, 2023
Question

How do I find out who edited a recurring invoice?

  • July 3, 2023
  • 2 replies
  • 0 views
One of our monthly recurring invoices has been changed and I want to find out who made the change and when. I cant see the invoice number in the audit log, but the invoice has definitely been changed since the previous month.

2 replies

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emmam6
July 3, 2023

Hello Eddie, Thanks for your query about recurring invoice transactions and the audit log. If you go into the invoice the recurring transaction has created, and open it click on more on the bottom black banner and go to audit history can you see any updates in that section? 

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eddie-patersonAuthor
July 3, 2023

Unfortunately no. All it shows is information about it being sent out on the due date. It also says "You can see up to seven years of history in your audit log." But it doesnt.

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emmam6
July 3, 2023

Hello Eddie, We've tested the audit log and any edit on the recurring transaction should show under the audit log, all users>this year>under the events drop down> recurring transactions. Can your try opening the QuickBooks Online in a private browsing window and then going to audit log? Thanks

paul72
paul72
July 3, 2023

@eddie-paterson 

 

I might be wrong but the Audit Log will only show edits to posting transactions (i.e. those that affect the accounts).  It does not save edits on non-posting items like Recurring Invoices/Templates.

 

In this case, the Audit Log will show edits to the saved Invoice (after the first Save) but if the Recurring Invoice Template was edited & saved before an Invoice was created from that Template you will draw a blank.

 

If you think the actual saved Invoice has changed - that's different & something that the Audit Log should pick up.

However!  ... There was a bug a few years ago that made a mess of Customer Addresses when re-using Templates between customers (https://quickbooks.intuit.com/learn-support/en-uk/transactions/bug-in-recurring-transactions/01/400940) .

I don't know if this ever got fixed (or even properly acknowledged) as I changed workflow to create a new template or duplicate for each new customer rather than simply changing the customer name.

 

Hope this helps.

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eddie-patersonAuthor
July 4, 2023

Thank you.

Im changing line items on a recurring invoice - not the template itself. Perhaps you are right - I cant see a log entry for when the line item was changed, only when the invoice was created and sent on the due date.  If that the case its rather a hole not being able to find out who tweaked an recurring invoice.

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emmam6
July 4, 2023

Hello Eddie, we see yes if the template was changed it would show but not the line item on the transaction. That will not show in the audit log, unfortunately. We will pass on your feedback to our product development team.

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