Payment Changes

Overview

Payment changes are audit events related to payment records, such as payment creation, updates, deletion, or manual adjustments where supported.

What this feature does

They help finance teams verify payment activity and investigate unexpected financial changes.

Why it is useful

• Payments affect account balances and revenue records.
• Manual payment changes should be traceable.
• Payment audit trails support finance review and internal control.

Who should read this?

Finance Manager, RISE Admin, System Owner.

Where to find it

Rise Audit Pro → Finance Audit Trail, or Activity Log filtered by payment entity.

How to use it

1. Open Finance Audit Trail.
2. Filter by payment entity or action.
3. Review user, timestamp, and amount-related details.
4. Compare with invoice changes if needed.
5. Export the filtered result for internal review if required.

Example workflow

A payment is manually added to an invoice. The finance manager checks who added it and when.

Screenshot

Common mistakes

• Assuming payment provider logs and CRM payment logs are the same thing.
• Ignoring manual payment adjustments.
• Reviewing payment changes without checking related invoices.

Related articles

• Invoice Changes
• Finance Audit Investigation Workflow
• Exporting Activity Logs