If you are a Direct Invoice user, you are probably wondering how you can check the editing history of your quotes. In this article, we will explain step by step how to do it. How to check the edition history of your budgets with Direct Invoice? Verifying the changes made to your budgets can be vitally important for your business, as it allows you to have a detailed record of all the modifications made. Plus, it gives you peace of mind by ensuring all data is correct and up to date. With Direct Invoice, this task is very simple and fast. Read on to find out how!

Step by step -- How to Check the editing history of your budgets with Direct Invoice?

• How to check the edition history of your budgets with Direct Invoice?
• Step 1: Log in to your Invoice Directa account by entering your username and password.
• Step 2: Once inside your account, click on the “Quotes” tab located at the top of the page.
• Step 3: A list will be displayed with all your budgets. Find the quote for which you want to check the editing history and click on it to open it.
• Step 4: Within the quote, you will find a navigation bar located at the top of the page. Click on the “Editing History” tab to access the information you are looking for.
• Step 5: Clicking on the “Editing History” tab will display a list of all changes made to the budget over time. Each modification will be accompanied by the date and time it occurred.
• Step 6: To view in detail the changes made in a specific edition, click the "+" button next to the date and time of the modification.
• Step 7: Clicking the "+" button will open a drop-down window with the complete modification history for this edition. You will be able to see which fields were modified and what changes were made to each of them.
• Step 8: If you want to revert a modification, you can do so from this drop-down window. Simply select the “Revert” option next to the change you want to undo and the budget will return to its previous state.

FAQ

How to check the edition history of your budgets with Direct Invoice?

Direct Invoice is a tool that allows you to keep efficient control of your budgets. Here's how to check the edit history of your quotes step by step:

1. Log in to your Direct Bill account.
2. Select the “Budgets” option in the main menu.
3. Find the quote for which you want to check the edit history.
4. Click on the selected quote to open it.
5. At the top right of the screen, you will see a "History" button. Click on it.
6. A list will be displayed with all the edits made to the budget.
7. To see more details about a particular issue, click the "i" icon next to the date and time of the issue.
8. You'll see detailed information about the edit, including who made it and what changes were made.
9. If you want to revert an edit, select the “Revert” option at the bottom of the edits list.
10. Ready! Now you can check the editing history of your quotes with Invoice Directa quickly and easily.

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