History

The History tab within the Upload Output feature provides a detailed record of all past invoice export requests. This allows users to track the history of exports, monitor their status, and access previously exported data.

Export History Table

This table displays a chronological list of all completed and pending export requests. Each row represents an export request, and the columns provide key information about the request.

• Requested: This column displays the date and time when the export request was initiated.

• Requested By: This column shows the name of the user who initiated the export request. This helps track who performed the export and when.

• Export: This column likely provides a link or button to download the exported invoice data for the corresponding request. This allows you to access and retrieve previously exported information.

• Completed: This column displays the date and time when the export process was completed. This helps track the duration and status of each export request.

Invoices Section

The "Invoices" section on the right side of the screen likely provides further details about the invoices included in each export request.

• Export to Excel: This feature allows you to export the list of invoices associated with a specific export request to an Excel file. This can be useful for further analysis, reporting, or archiving purposes.

Benefits of the History Tab

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

• Data Retrieval: Allows users to easily access and retrieve previously exported invoice data.

• Status Monitoring: Enables tracking of the status and completion time of export requests.

• Troubleshooting: Helps identify and troubleshoot any issues that may have occurred during the export process.

Example Scenarios

• Retrieving invoice data from a previous export: Locate the desired export request in the table and click the corresponding "Export" link or button.

• Checking the status of a recent export request: Review the "Completed" column to see if the export has been finalized.

• Analyzing the frequency and volume of invoice exports: Use the history table to track how often exports are performed and the number of invoices included in each export.

By effectively utilizing the History tab within the Upload Output feature, you can maintain a comprehensive record of your invoice exports, ensuring data accessibility, transparency, and efficient management of exported data.