How to find out who raised an invoice

Question

We have more than one person raising invoices here, how do I track back to see who (which salesperson) raised a specific invoice?

gavin12345 · Answer

Hi @Jmarty

I agree the Session Security report is a waste of time as it only shows who was logged in (if you managed to work out how to read it).

Try the Journal Security Audit report (under Accounts > Security and Audit). Specify the transaction date precisely, however the Session date should be wide (1 July 2021 - date well before transaction date  - to 3 Feb 2023 for example).

Regards

Gavin

Jmarty · Answer

So in other words there is no way to tell. Other programs I have worked with, you can actually track who raised the work order, any amendedments to it, and who invoiced the work. This report only shows who was logged on, not specifics. It's just the little things I know, but still a bit disapointing considering MYOB is supposed to be one of the best.

Thanks anyway :)

Komal_S · Answer

HI @Jmarty

You can run the Session Security Audit report as it will show the time and user ID login at the time a specific transaction was created. Feel free to reach out if you have further questions on this.