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 the left navigation bar.
Click on the "..." three dots icon under the 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.