How do I see who approved an invoice and what changed?
Keep a record on each invoice: where it came from, who confirmed it and when, and every later change with the old and new value. Your accountant can then answer "who made this and why" without asking around.
Why accountants ask
At month end or audit time they find an invoice that does not match: a changed date, a different total, a voided copy. Without a record, the answer depends on someone's memory.
What a good record holds
The original request, whether it came as text, a photo or a forwarded message, who confirmed it, the time, and each edit with before and after.
Invoices made on the web
Mark them as made on the web, with the user and time, so nothing looks like it came from nowhere.
How Mei helps
Invoices and quotations made on WhatsApp keep your original message, how it arrived, who replied 1 and when. If the status, total or date is changed later, each change is saved with who, when, and what it was before and after. The record sits at the bottom of the invoice or quotation page, and owners and admins can see it. Invoices opened on the web say so.
Updated · Lucco Technology
