How to show User ID/User Name automatically on print Invoice/received

1

Hi,
I want to see the creator name/use ID of an invoice or receipt or payment on printed documents- how can i see this without input manually? My receivable team is more then 10 person. Directly we should discussed with him who were created this Invoice/received bill/create this expenses entry. though i am a cloud user- definitely this option to be required by every Manager user. This options should be automatically from login ID/user, not manually selection from drop down list.

Thanks in advance.

2

I believe that’s not possible at this point.

3

That information is already available in the History file. Read the Guide: Audit transaction history | Manager.

4

We have introduced this using Custom fields on invoices. We are not doing this for receipts though as it is too much PT. Our key driver for this accountability is reporting, to determine staff sales performance and if there is a query about an invoice who is the right sales person to talk to.

5

The history button is doing that already. As @Tut said.

This I agree with. This should be automatically generated by the system on both sales invoices and Credit notes as commission computations depend on it.

6

History button… that function works for admins … Not all staff. I would not what staff in there anyway. Why would you go to History when the Sales Person’s name is on the Invoice anyway?

Also History does not provide reporting “Out of the Box”.

1 Like
7

You make a valid point, @compuit. Where you want such information to be available depends on what use you will make of it. @subrosumon’s original post implied discussions with a user about actions taken. For that purpose, the History file seems adequate. For calculation of commissions, a custom field with a dropdown list would be better, because it opens the possibility of using built-in reports.

Either way, this should not appear automatically on transactions. There are many businesses that would not want such information visible outside the company.

8

Hi Tut, yes in this case it should be an optional drop down list can be help full if we see the invoice creator name.

How ever, in an invoice and money receipts- definitely we should mentioned " Prepared by" and “received by” in this case user Name can be help to show as “Prepared by” or “received by” that why i created such post.

Thanks

9

@subrosumon, you can already create the dropdown lists you describe as custom fields.