Add Audit trail reporting

89 votes

Specifically, auditors want to see who approved an invoice before issuing to customer.

What we all want to see in an audit trail:
On any specific voyage.

Any and all updates to the voyage; by whom and when.
When the invoice was created, by whom and when
When invoices are approved ( freight , demurrage, rebills, misc) , by whom and when
When invoices are issued, by whom and when
When voyage is closed, by whom and when.

Done audit trail Suggested by: Maryse Lefebvre (10 Dec, '19) • Upvoted: 27 Nov, '24 • Comments: 11

Comments: 11

17 Dec, '19
Chris Kalamaras
In addition, it will be very helpfull for the Audit Trail to be enhanced with with when and by whom, the Period FX Adjustments Journals were run.
05 Jan, '20
NIELS LORENZEN
A search field in the Audit trail would be a good first step
12 Feb, '20
Dmitry Fomichev. SCF
Each customer should decide which entities/fields changes should be logged. Now each of us has plenty of unwanted and unused information in Audit Trail. Same time required one is missing there. Optimally it should be Admin tool to make audit settings.
12 Feb, '20
Amelia Lim
In additional, can invoice rejection and amendment audit trail be tracked as well?
13 Feb, '20
Japheth Gan
Audit trail on the fixture is broken it does not work with any changes
15 Feb, '20
Per Ostman Admin
This item has been added to the roadmap for an upcoming release.
02 Mar, '20
Hari
Addition to add who created the first invoice with date and who posted the invoice with date
11 Mar, '20
Per Ostman Admin
This item has been released.

The following fields/columns are added to the Voyage Manager->Voyage Invoices List:
* Created By
* Created On
* Approval User
* Approved Date
* Approval User 2

The following fields/columns are added to the Financials lists (Trans Summary, Receivables/Payables Summaries)
* Created By
* Created On

The following fields/columns are added the Voyage List:
* Closed By
* Closed on GMT

Please note that these changes require a schema update.
14 Mar, '20
Sijin John
The following fields/columns are added to the Financials lists (Trans Summary, Receivables/Payables Summaries)
* Created By

Please confirm if this field has been updated in the VIP
23 May, '20
Sijin John
If invoices have been deleted after After Actualizing this needs to be recorded in the Voyage Audit logs
31 Aug, '21
Koshi YONEYAMA
In addition to the update already done, please also add following fields/columns to the Financials lists (Trans Summary, Receivables/Payables Summaries)
* Payment status updated By
* Payment status updated On

The above refers to who and when the invoice data changed its status from 1P(posted) to 0P(posted and paid)