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  Knowledgebase  Enhancement Wis...  General  Recreating Invoice(s)
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New Post 11/11/2010 3:01 PM
Resolved
  David Caputo
8 posts
www.glandsons.com
No Ranking


Recreating Invoice(s)  (N/A)

I would like to see a feature added that would allow an administrator to go in to RBS and recreate one or multiple invoices.  The process should be very similar to what happens when you enter in the Proposal Accept date and the invoices are generated. 

Maybe code can be added for having to type the word "DELETE" in before allowing an invoice to be deleted.  This is a confirmation that the invoice should be deleted.

Also, I would like to see a feature added that tracks if an invoice is deleted.  Include the name of the user signed in who is deleting the invoice and the date and time when it was deleted. 

 

 
New Post 11/11/2010 5:00 PM
Accepted Answer 
  host
167 posts
10th Level Poster


Re: Recreating Invoice(s)  (United States)
Modified By host  on 11/11/2010 6:05:18 PM)

ACTIVITY LOGGING is built into RBS and can log most of the user activities (Add, Update or Delete) of the major TRANSACTIONS (DELETES ONLY for invoices, payments, etc) and ENTITITES (person, company, etc).

To enable logging, the autorized user must enable the 'Log System Activity' on the SYSTEM tab of the Company Configuration screen.

Once this is enabled, all user activities will be be logged (including a before image of the record before the EDIT or DELETE - depending on whether the record is an ENTITY or TRANSACTION).

WARNING:  Enabling this feature will substantially increase the size of the database (every change or delete will be recorded).

 

 

 
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