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View History Audits For Charges

How To View History Audits For Time Entries, Fixed Fees, and Expenses In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

View All Charges' History Audits From Time & Expenses List Page

You can view history audits for all charges from the Time & Expenses list page.

  • Go to the Time & Expenses list page from the left navigation bar.

  • Click on the "History" tab from the charges list page.

  • Filter audits by:

    • Matter

    • Member

    • Record

      • Expenses

      • Fixed Fees

      • Time Entries

    • Action

    • Date Range

You can view audits for each charge and the changes made by a specific member in your firm.

View Individual Charge History From Time & Expenses List Page

You can view all history audits for a specific task from the Tasks list table.

  • Go to the Time & Expenses list page from left navigation bar.

  • Click on the "..." three dots icon under Actions column.

  • Click "View History"

  • You will see a new window pop up with the charge's history.

  • You can filter by Member, Record, Action and Date Range.

You can now view individual charge history audits from the Time & Expenses list page.

If you have any questions, please feel free to contact us.

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