Audience: Accounting Manager, Read-Only Accounting Manager, Payment Authorizer
Summary: Use audit reports to track record changes, research deleted items, and support audit requests.
Overview
Audit reports help you determine what changed, who made the change, and when the change occurred.
Use these reports to:
- Review changes to vendor records
- Research missing or deleted documents
- Review deleted invoices
- Support audit and record-management requests
Which audit report should I use?
| If you need to... | Use... |
|---|---|
| Review changes made to vendor records | Vendor Audit Report |
| Research a document removed from MineralTree | Deleted Documents |
| Review the history of an invoice removed from MineralTree | Deleted Invoices |
Vendor Audit Report
The Vendor Audit Report tracks changes made to vendor records.
Use this report to see what changed, the previous and updated values, who made the change, and when the change occurred.
Columns included
Identifiers
- Vendor External ID
- Vendor Name
Change information
- Operation
- Old Value
- New Value
Dates
- Modified Date and Time
People
- Modified By
Deleted Documents
The Deleted Documents report includes documents that were removed from MineralTree.
Use this report to:
- Research a missing document
- Review deletion activity
- Confirm when a document was uploaded or deleted
- Support an audit request
Columns included
Identifiers
- Document Name
- Upload Type
Dates
- Date Uploaded
- Date Deleted
People
- User
Other information
- Invoice Capture
Deleted Invoices
The Deleted Invoices report provides a history of invoices removed from MineralTree.
Use this report to research deleted transactions and support audit or record-management requests.
Columns included
Invoice information
- Vendor
- Captured Vendor Name
- Invoice Number
- MineralTree ID
- Accounting System ID
- Memo
Amounts
- Original Amount
- Remaining Amount
Dates
- Invoice Date
- Due Date
- GL Posting Date
- Created
- Deleted
Status
- Invoice Status
- Invoice Approval Status
- Accounting Period
- Creation Source
People
- Submitter
- Approver