edoc invoice Administration Guide
edoc invoice Administration Guide
Breadcrumbs

How do I display the history of transactional data exports?

By default, the history of exports of transactional data is saved separately. The history serves as a kind of log in which you can, for example, track various details of a document and the status of the export.

Here's how

  1. Click on edoc invoice in the sidebar to open the edoc invoice dashboard.

  2. Click on Settings and select the relevant company under Company settings.

  3. Click on Data > Export - Transactional data in the sidebar.

  4. Click on Export history in the ribbon to display the log.

You can filter the list with the history log at any time according to the following criteria:

  • Event type: Select the name of the event for which an export was triggered.

  • ECM ID: Filter the list using the ID of the ECM document.

  • Result: Select whether you want to see all errors or only the successful exports.

In the history list, you will find the following details in addition to the ECM ID of the document and the name of the export:

  • Workflow type: Shows the type of workflow to which the entry applies.

  • Status: Shows the status of the export.

  • Processed: Displays the date and time of the export.

You can view the details for each entry by clicking on Details. On the Export details page, you will find an overview of the export status, transfer status, header data and line items. As soon as you expand the individual sections by clicking on them, you will find the corresponding column names and values.


See also