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Transaction History

In this Guide, you’ll learn how to use Jack's transaction History feature.

Users will be able to view the history of a transaction from Upload to Publish activities by navigating to the Bookkeeping page and selecting a transaction to view.

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Users will be able to see the following information which will help in understand what has taken place on the transaction:

  • Who and by what method a document was uploaded to Jack
  • What status a document was extracted into:
    • Completed - where Jack has successfully extracted a document
    • Failed - where Jack was unable to extract a document
  • When a transaction was has been edited and who edited the transaction
  • When a transaction has been published and who published the transaction
  • If a transaction was edited and republished and who took that action
  • Each activity in the History feature will contain the date that the activity took place.

 

Future feature updates will include more specific details on what a user has edited on a transaction and any learning Jack makes from these changes.