Account activity
Practical example
You want to check what happened on a particular day. In Calendar, choose Day and the date: review the documents, then Account activity and sign-ins. Export Excel keeps the selected date’s activity; an invoice appears according to its document date, which may differ from the day you worked on it.
Frequently asked questions and solutions
I cannot find the invoice I completed today under today’s date. Where should I look?
Check the invoice’s issue date and select that day, or use Month view. For when work took place in your account, check Account activity. You can also search by number in Billing; the document date and action date serve different purposes.
An action in the day’s history can no longer be opened. What should I do?
Read the status beside the action, then find the document in its app and Trash. History keeps what happened even if the document was deleted or access changed. To check the contents, use the version still available.