Encompass Technologies

1. Using Universal Search, navigate to the Invoice Audit table

Note: Alternate path available using the Invoices table and selecting Deleted Invoice Audit Records from the Sub Tables menu

- Note: Alternate path available using the Invoices table and selecting Deleted Invoice Audit Records from the Sub Tables menu

2. Apply a Deleted filter to the Edit Action column header 3. Optional: Apply a date filter to the Time Updated column header 4. Apply additional filters to search for specific Customers, Invoice Numbers, Routes, or Load Sheets 5. Select Diff to show historical changes on the invoice 6. Select Restore to restore the invoice on the same Load Sheet 7. Updated By and Time Updated Columns show who deleted the invoice and when

Encourage your users to enter a memo when deleting a record to ensure that you have a strong, auditable trail for deleted records.

If restoring an invoice, the Load Sheet cannot also be deleted.

- Encourage your users to enter a memo when deleting a record to ensure that you have a strong, auditable trail for deleted records. 
- If restoring an invoice, the Load Sheet cannot also be deleted.

Distributor steps for finding who deleted an invoice and when using the Invoice Audit table in Encompass, viewing changes, and restoring the deleted invoice to its load sheet. Requires v23.01+.

How to Find a Deleted Invoice

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How to Find a Deleted Invoice

Minimum Version Required: 23.01

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