Auditor | History

The History tab in the APSMART QA module provides a comprehensive record of all completed invoice audits. It serves as an archive of audit trails, allowing you to review past actions, track changes, and analyze historical data.

Filtering Options

• Review Date: This dropdown menu allows you to filter the history by the date the audit review was completed. You can select a specific date or choose "All" to view the entire history.

• Auditor: This dropdown menu enables you to filter the history by the auditor who performed the review. Select a specific auditor's name or choose "All" to view audits performed by all auditors.

History Table

This table displays a list of completed invoice audits. Each row represents an audited invoice, and the columns provide key information about the audit.

• Vendor: The name of the vendor associated with the invoice.

• Invoice No.: The unique identification number of the invoice.

• Type: The type of invoice (e.g., standard, credit memo).

• Invoice Date: The date on the invoice.

• Invoice Total: The total monetary value of the invoice.

• Entry Date: The date when the invoice was entered into the system.

• Auditor: The name of the auditor who performed the review.

• Comment: Any comments or notes added by the auditor or other users regarding the invoice during the audit process.

Understanding the Purpose

The History tab serves these important functions:

• Audit Trail: Provides a complete and auditable record of all invoice reviews, ensuring accountability and transparency.

• Historical Analysis: Allows for analysis of past audit data to identify trends, potential issues, and areas for improvement in the auditing process.

• Performance Tracking: Facilitates tracking of auditor performance and workload over time.

• Compliance and Reporting: Serves as a valuable resource for compliance audits and generating reports on historical invoice data.

Example Scenarios

• Reviewing all audits completed on a specific date: Select the desired date from the "Review Date" dropdown menu.

• Analyzing the audit history of a particular vendor: Filter the table by "Vendor" and review the associated audit records.

• Tracking the number of invoices audited by a specific auditor within a given period: Select the auditor's name from the "Auditor" dropdown menu and filter by "Review Date" to cover the desired period.

By effectively utilizing the History tab, you can gain valuable insights into your invoice auditing process, ensuring accuracy, compliance, and continuous improvement.