Overview:
- If you are using invoice approval in Ocerra, you may want the workflow log to be exported to your system.
- A workflow log contains information about who moved invoice from one status to another and when.
- Ocerra can export the workflow log to MYOB Acumatica, MYOB AccountRight and Xero.
Enable the export of workflow log in Ocerra
- Navigate to Settings - General and enable Export Workflow Log parameter and click Save, e.g.:
Example of the workflow log in MYOB Acumatica - it goes as .txt attachment:
From the workflow log, you can can see From and To statuses, Dates, Person and Notes (Comments):
Example of the workflow log in MYOB AccountRight:
From the workflow log, you can can see From and To statuses, Dates, Person and Notes (Comments) and Invoice number for reference:
