Once you set up an MLI hierarchy, it does not mean it will remain eternal. There are times when you need to update an existing MLI configuration. Each time you do it via the interface or using templates, we save all the changes that can be later retrieved in an MLI audit report. This comes in especially handy when your company is huge, and it is hard to trace what exactly was updated and by whom.

In Admin > Invoices > MLI Configuration, locate the MLI Audit Report section.

Setting Up the MLI Audit Report

You can create a one-time MLI audit report to check the current MLI configuration and changes made by other users. Or, you may set up a regular report to automatically generate reports and send them to particular employees regularly.

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In the MLI Audit Report section, select the reporting period:
- Daily
- Weekly
- Monthly
- Quarter
- Custom Date Range
Use the date picker next to Start Date to set the date starting from which you want to begin generating reports. By default, the date after the currentdate is selected.

Note
You cannot select a date in the past unless you have chosen the Custom Date Range period.

Info
If you used the Custom Date Range, specify the date period for the audit.
Enter the email addresses to send the report to.
You can enter no more than 1,000 characters.

Info
To add multiple emails, use a semicolon as a separator. In case of an error, click Clear to the left of the Send To field.

Click Generate and Send Now below the Send To field.

The generated report will be sent to the emails specified in the Send To field.

Note

If you want to save the list of emails and the selected reporting period for future usage, for example, to start sending regular reports, click Save. Otherwise, the Send To and Reporting Period fields will be blank the next time you open the MLI Configuration tab.

Note that you cannot save the configuration if you selected the Custom Date Range period.

(Optional)Click the Download MLI Audit Report link to save the report to your computer.

The report is saved to your computer.

Tip

If you want to track changes in the MLI configuration on a regular basis, set up a regular MLI audit report. It will be automatically created at the selected frequency and sent to the emails you specify.

Read the instruction below for more information.

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In the MLI Audit Report section, select the Enable Automated MLI Audit Report checkbox.
Select the reporting period:
Note
Note that selecting theCustom Date Range optioncan be usedonly for one-time generated reports.
Use the date picker next to the Start Date to set the date starting from which you want to begin generating reports. By default, the date after the current date is selected.
Note
You cannot select a date in the past for regular reports.
Enter the email addresses to send the report to. You can enter no more than 1,000 characters.

Info
To add multiple emails, use a semicolon as a separator. In case of an error, click Clear to the left of the Send To field.
Click Save to apply the changes.
(Optional) Click Generate and Send Now should you want to send the report to the specified emails right now.
(Optional) Click the Download MLI Audit Report link to save the generated report to your computer.

Once you get hold of the MLI audit report, you can open it and view the details.

Viewing Info in the MLI Audit Report

The MLI audit report contains five default tabs:

Summary. Includes a short overview of the company name and dates of the report.
Changes. Lists all changes that happened within the configured period.
Hierarchy. Depicts the MLI hierarchy for each location.
RuleSetMatrix. Contains the trade and categories belonging to each MLI rule set.
Default Rule Set. Shows the settings of the default MLI rule set.

Info
The report may include more tabs if you have custom MLI rule sets configured for your company. Each custom rule set appears as an individual tab in the report and contains the associated changes. Such tabs will be the last tabs in the MLI audit report.

Switch between the tabs below to learn what info you can find in the MLI audit report.

Rw ui tabs macro

Rw tab

title	Summary

Contains general information about the report.

Column Name	Description
Client	Name of the company the report is generated for.
Date From	Start date of the period for which the report is generated. This date is calculated based on the period you selected in the Reporting Period field or the firstdate you enter if you use the Custom Date Range.
Date To	Date when the report is downloaded or received via email. The report will contain all the changes to the MLI configuration that have happened up to the date. This is the date that you select in the Start Date field or the second date you enter if you use the Custom Date Range.
MLI Updated	Date and time the MLI configuration was last updated within the set period.

Summary tab of the MLI audit report

Rw tab

title	Changes

Lists all the changes in the MLI configuration that were made within the defined period.

Column Name	Description
User ID	User ID of the person who updated the MLI configuration
User Name	Username of the person who updated the MLI configuration
RuleSet Name	Name of the MLI rule set that was changed
Level Name	Name of the MLI level where changes occurred
Field Changed	Field that was changed in the MLI configuration
Field Type	Contains additional info for the Field Changed column depending on the change: this can be a username who you assigned locations to, or name of the action when you make changes to an MLI rule set
Action	Action that was taken on the MLI level or rule set. For example, adding, editing, updating, removing a value in the MLI configuration will appear as Add, Edit, Update, or Delete in this column
Old Value	Old value that existed before the changes in the MLI configuration
New Value	New value that appeared after changes in the MLI configuration
Date of Change	Date when the change was made in the MLI configuration
Time of Change	Time of the update in the MLI configuration

Changes tab of the MLI audit report

Rw tab

title	Hierarchy

Shows the MLI hierarchy for each location. The levels are grouped by location and sorted alphabetically.

Column Name	Description
Location ID	ID of the location included in the MLI approval flow
Level Name	Name of the MLI level
Code Change	When set to Yes, it shows that the employees belonging to this MLI level have permission to change the GL code when taking action on invoices. Read more about this permission in Configuring MLI Levels.
Category Change	When set to Yes, it means that the employees belonging to this MLI level have permission to change the category when taking action on invoices. Read more about this permission in Configuring MLI Levels.
User ID	User ID of the person who is assigned to the level indicated in the Level Name column at the location specified in the Location ID column

Hierarchy tab of the MLI audit report

Rw tab

title	RuleSetMatrix

Shows all the rule sets configured in the company: both the default rule set and custom rule sets. The tab also shows the trades and categories belonging to each rule set.

Info
No trades or categories are listed for the default rule set since all of them are included in the rule set. Should you have a custom rule set configured, the Trade and Category columns on the RuleSetMatrix tab show trades and categories belonging to each of your custom rule sets.

Column Name	Description
Trade	Trade the invoiced work order belongs to
Category	Category the invoiced work order belongs to
RuleSet Name	Name of the rule set where this combination of a trade and category belongs to

RuleSetMatrix tab of the MLI audit report

Rw tab

title	Default Rule Set

Shows the settings of the default MLI rule set.

Column Name	Description
Level Name	Name of the MLI level within the rule set
Override	When set to 1, this attribute shows that users belonging to this MLI level can override invoices of the previous level. Read more about it in Skips and Overrides.
Skip Over Limit	When set to 1, this attribute shows that invoices with an amount higher than the level’s approval limit will skip this level. Read more about it in Skips and Overrides.
Action	Action that users belonging to a particular level may take on invoices
Limit	Maximum invoice amount that MLI users can process at their level. When no limit is explicitly set for an action that a user takes according to an MLI rule, the implied default amount is 9,999,999.99. It means that an MLI level user can take action on invoices with the amount up to 9,999,999.99.
Forward To	The level where invoices will be forwarded to
Set Status To	Status that invoices get after being processed at an MLI level. Read more about each invoice status.
Auto-Escalate in Days	A period in a number of days within which each MLI level user has to take action on an invoice before it’s automatically escalated to the next level in the approval process

Default Rule Set tab of the MLI audit report

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Versions Compared

Old Version 29

New Version Current

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Setting Up the MLI Audit Report

Viewing Info in the MLI Audit Report