Tracking Invoice Views
Overview
Invoice view tracking records when supported invoice pages are opened by users.
What this feature does
It helps administrators understand who accessed financial records and when.
Why it is useful
- It supports finance-related investigations.
- It gives additional context before invoice amount, due date, or status changes.
- It helps review access to sensitive financial information.
Who should read this?
Finance Manager, RISE Admin, Security Officer.
Where to find it
RISE CRM → Invoices, then Rise Audit Pro → View Log.
How to use it
- Open an invoice as a permitted user.
- Open View Log.
- Filter by invoice entity or user.
- Review access patterns and timestamps.
- Compare with Finance Audit Trail or Activity Log if the invoice changed.
Example workflow
An invoice amount was changed. The finance manager checks both the invoice update event and recent invoice view events.
Screenshot
Screenshot required
Capture from: RISE CRM → Open Invoice, then Rise Audit Pro → View Log
Capture from: RISE CRM → Open Invoice, then Rise Audit Pro → View Log
Common mistakes
- Sharing invoice view logs with people who should not see financial access history.
- Assuming an invoice view means an invoice was modified.
- Ignoring Finance Audit Trail when investigating invoice changes.
Related articles
- Finance Audit Trail Overview
- Invoice Changes
- Activity Log Overview
