Invoice Workflow History Data Source and related views

The Invoice Workflow History Data Source allows you to capture detailed records of invoice approval and processing history, including workflow actions, statuses, and modifications. Using the available Views, you can build reports to analyze invoice activities by Client, Project, Portfolio, and Manager, with financial context provided by multiple currencies. This data source supports tracking invoice workflow progress and auditing changes across various organizational Scopes.

This article lists all the Fields available for each View currently supported under the Invoice Workflow History Data Source in Upland Analytics.

When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.

Note: This page is being updated as new information becomes available.

Alternate Project Manager

Field Name Description Type
Alternate Project Manager First Name This is the First name of the Alternate Project manager.
Alternate Project Manager Id This is the Id of the Alternate Project manager.
Alternate Project Manager Last Name This is the Last name of the Alternate Project manager.

Base Currency

Field Name Description Type
Base Currency Code This is the Base Currency Code.
Base Currency Description This is the Base Currency Description.
Base Currency Symbol This is the Base Currency Symbol.

Client

Field Name Description Type
Client This is the Name of the Client.
Client Account Executive First Name This is the First name of the Client's Account Executive.
Client Account Executive Last Name This is the Last name of the Client's Account Executive.
Client Address Line 1 This is the first line of the Client's Address.
Client Address Line 2 This is the second line of the Client's Address.
Client Annual Revenue This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit). Measure
Client City This is the Client's City.
Client Company This is the Company of the Client.
Client Company Type This is the Company type of the Client (as defined on the CRM tab of Client Edit).
Client Country This is the Country of the Client.
Client Country Code This is the Country Code of the Client.
Client Date Created This is the Date and Time the Client was created on.
Client Date Modified This is the Date and Time the Client was updated on.
Client Department This is the Department of the Client.
Client Description This is the Description of the Client.
Client Division This is the Division of the Client.
Client Email This is the Email address of the Client.
Client Employees This is the number of Employees of the Client (as defined on the CRM tab of Client Edit). Measure
Client Exchange Rate This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date).
Client Fax This is the Fax number of the Client.
Client Fiscal End Date This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit).
Client Id This is the Id of the Client.
Client Industry This is the Industry of the Client (as defined on the CRM tab of Client Edit).
Client Invoice Issuer Contact First Name This is the first name of the Issuer contact of the Client.
Client Invoice Issuer Contact Last Name This is the Last Name of the Invoice Issuer Contact of the Client.
Client Invoice To The Attn Of First Name This is the First name of the Client contact in the To the attention of field.
Client Invoice To The Attn Of Last Name This is the Last name of the Client contact in the To the attention of field.
Client Is Active This defines whether the Client is Active (Yes/No)
Client Ownership This is the Ownership of the Client (as defined on the CRM tab of Client Edit).
Client Payment Term This is the Payment Term for the Client.
Client Phone This is the Phone number of the Client.
Client Purchase This is the Purchased field of the Client (as defined on the CRM tab of Client Edit).
Client Rating This is the Rating of the Client (as defined on the CRM tab of Client Edit).
Client Reference Customer This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit).
Client Referred By This is the Referred by field (as defined on the CRM tab of Client Edit).
Client Sic Code This is the SIC Code of the Client (as defined on the CRM tab of Client Edit).
Client State Province This is the State/Province of the Client.
Client State Province Code This is the State/Province code of the Client
Client Status This is the Status of the Client (as defined on the CRM tab of Client Edit).
Client Status Comment This is the Status comment of the Client (as defined on the CRM tab of Client Edit).
Client Tax Group This is the Tax Group of the Client.
Client Ticker Symbol This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit).
Client Type This is the Client type of the Client.
Client Web Site This is the Web Site of the Client (as defined on the CRM tab of Client Edit).
Client Zip Postal Code This is the Zip/Postal code of the Client.

Client Created By User

Field Name Description Type
Client Created By User First Name This will display the First name of the User that created the Client.
Client Created By User Last Name This will display the Last name of the User that created the Client.
Client Created By User Name This will display the User name of the User that created the Client.

Client Modified By User

Field Name Description Type
Client Modified By User First Name This will display the First name of the User that updated the Client.
Client Modified By User Last Name This will display the Last name of the User that updated the Client.
Client Modified By User Name This will display the User name of the User that updated the Client.

Company Currency

Field Name Description Type
Currency Code This is the Company Currency Code.
Currency Description This is the Company Currency Description.
Currency Symbol This is the Company Currency Symbol.

Invoice Currency

Field Name Description Type
Currency Code This is the Invoice Currency Code.
Currency Description This is the Invoice Currency Description.
Currency Symbol This is the Invoice Currency Symbol.

Invoice Summary

Field Name Description Type
Invoice Assigned To This is the Name of the User, Team or Group who is assigned to the current State of the Invoice.
Invoice Batch Number This is the Invoice Batch # in which the Invoice is included in.
Invoice Billing Address Line 1 This is first line of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Address Line 2 This is second line of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing City This is City of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Country This is Country of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Country Code This is Country code of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing State Province This is State/Province of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing State Province Code This is State/Province code of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Zip Postal Code This is Zip/Postal Code of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Client to Base Curr Exch Rate This is the Exchange Rate from the Client Currency to the Base Currency. Measure
Invoice Client to Company Curr Exch Rate This is the Exchange Rate from the Client Currency to the Company Currency. Measure
Invoice Company Address Line 1 This is first line of the Address of the Company.
Invoice Company Address Line 2 This is second line of the Address of the Company.
Invoice Company City This is City of the Company.
Invoice Company Country This is Country of the Company.
Invoice Company Country Code This is country code of the Company.
Invoice Company Id This is the Id of the Company.
Invoice Company Name This is the Name of the Company.
Invoice Company State Province This is State/Province of the Company.
Invoice Company State Province Code This is State/Province code of the Company.
Invoice Company Zip Postal Code This is the Zip/Postal Code of the Company.
Invoice Document Date This is the Document date of the Invoice.
Invoice Document Date Month This is the Entry Date of the In/Out Entry (Aggregate Date - Month).
Invoice Document Date Month Year This is the Entry Date of the In/Out Entry (Aggregate Date - Month Year).
Invoice Document Date Quarter This is the Entry Date of the In/Out Entry (Aggregate Date - Quarter).
Invoice Document Date Quarter Year This is the Entry Date of the In/Out Entry (Aggregate Date - Quarter Year).
Invoice Document Date Week This is the Entry Date of the In/Out Entry (Aggregate Date - Week).
Invoice Document Date Year This is the Entry Date of the In/Out Entry (Aggregate Date - Year).
Invoice End Date This is the End date of the Invoice.
Invoice Is Exported This defines whether the Invoice is exported to the accounting system. This will show 0 (for not exported) or 1 (for exported). Measure
Invoice Is Posted This defines whether the Invoice is Posted. This will show 0 (for not posted) or 1 (for posted).
Invoice Is Recognized Revenue This defines whether the Invoice is Recognized. This will show 0 (for not recognized) or 1 (for recognized).
Invoice Issuer Contact First Name This is the First Name of the Invoice Issuer Contact (defined on the Format tab of the Invoice).
Invoice Issuer Contact Last Name This is the Last Name of the Invoice issuer contact (defined on the Format tab of the Invoice).
Invoice Last Payment Date This is the date of the last payment made on the Invoice.
Invoice Last Payment in Base Curr This is the amount of the last payment made on the Invoice in the Base Currency. Measure
Invoice Last Payment in Client Curr This is the Amount of the last payment made on the Invoice in the Client Currency. Measure
Invoice Last Payment in Company Curr This is the Amount of the last payment made on the Invoice in the Company Currency. Measure
Invoice Link This is the Invoice # with a link to the corresponding Invoice Edit page.

Invoice Number This is the Invoice #.
Invoice Organization Name This is the Organization Name of the Invoice (defined on the Format tab of the Invoice).
Invoice Payment Term This is the Payment Term defined for the Invoice.
Invoice PO Number This is the Purchase Order Number of the Invoice (defined on the Format tab of the Invoice).
Invoice Posted Date This is the Post Date of the Invoice.
Invoice Posted Date Month This is the Post Date of the Invoice (Aggregate Date - Month).
Invoice Posted Date Month Year This is the Post Date of the Invoice  (Aggregate Date - Month Year).
Invoice Posted Date Quarter This is the Post Date of the Invoice  (Aggregate Date - Quarter).
Invoice Posted Date Quarter Year This is the Post Date of the Invoice (Aggregate Date - Quarter Year).
Invoice Posted Date Week This is the Post Date of the Invoice  (Aggregate Date - Week).
Invoice Posted Date Year This is the Post Date of the Invoice  (Aggregate Date - Year).
Invoice Report Template This is the Name of the Invoice Report Template.
Invoice Start Date This is the Invoice Start Date.
Invoice State This is the Current State of the Invoice.
Invoice To the Attention of First Name This is the First Name of the Client Contact defined in the To the Attention of field of the Invoice (defined on the Format tab of the Invoice).
Invoice To the Attention of Last Name This is the Last Name of the Client Contact defined in the To the Attention of field of the Invoice (defined on the Format tab of the Invoice).
Invoice Total Amount w o Tax in Base Curr This is the Total Amount of the Invoice without taxes in the Base Currency. Measure
Invoice Total Amount w o Tax in Client Curr This is the Total Amount of the Invoice without taxes in the Client Currency. Measure
Invoice Total Amount w o Tax in Company Curr This is the Total Amount of the Invoice without taxes in the Company Currency. Measure
Invoice Total Amount with Tax in Base Curr This is the Total Amount of the Invoice with taxes in the Base Currency. Measure
Invoice Total Amount with Tax in Client Curr This is the Total Amount of the Invoice with taxes in the Client Currency. Measure
Invoice Total Amount with Tax in Company Curr This is the total amount of the Invoice with taxes in the Company Currency. Measure
Invoice Total Payment in Base Curr This is the Total Payment Amount on the Invoice in the Base Currency. Measure
Invoice Total Payment in Client Curr This is the Total Payment Amount on the Invoice in the Client Currency. Measure
Invoice Total Payment in Company Curr This is the Total Payment Amount on the Invoice in the Company Currency. Measure
Invoice Total Tax in Base Curr This is the Total Tax Amount in the Invoice in the Base Currency. Measure
Invoice Total Tax in Client Curr This is the Total Tax Amount in the Invoice in the Client Currency. Measure
Invoice Total Tax in Company Curr This is the Total Tax Amount in the Invoice in the Company Currency. Measure
Invoice Workflow This is the Name of the Invoice Workflow.

Invoice Workflow History

Field Name Description Type
Invoice Workflow History Action This will display the Transition that was used to move the Invoice from the source State to the destination State.
Invoice Workflow History Date Modified This will display the date and time when the Transition was made.
Invoice Workflow History Destination State This will display the Workflow State to which the Invoice was transitioned.
Invoice Workflow History Source State This will display the Workflow State from which the Invoice was transitioned.

Invoice Workflow History Modified By

Field Name Description Type
Invoice Workflow History Modified by User First Name This will display the First name of the User that performed the Invoice Workflow Action
Invoice Workflow History Modified by User Last Name This will display the Last name of the User that performed the Invoice Workflow Action
Invoice Workflow History Modified by User Name This will display the User name of the User that performed the Invoice Workflow Action

Portfolio

Field Name Description Type
Portfolio This is the name of the Portfolio associated to the Project.
Portfolio Code This is the Portfolio Code.
Portfolio Description This is the Portfolio Description.
Portfolio Id This is the Id of the Portfolio.
Portfolio Is active This defines whether the Portfolio is Active. This will show 0 (for suspended) or 1 (for active).
Portfolio Parent This is the Parent Portfolio.
Portfolio Project Workflow This is the Portfolio Project Workflow.

Project

Field Name Description Type
Project This is the Name of the Project.
Project Actual End This is the Actual End date of the Project; latest Time Entry date.
Project Actual End Month This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month).
Project Actual End Month Year This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year).
Project Actual End Quarter This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter).
Project Actual End Quarter Year This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year).
Project Actual End Week This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week).
Project Actual End Year This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year).
Project Actual Start This is the Actual Start date of the Project; earliest Time Entry date.
Project Actual Start Month This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month).
Project Actual Start Month Year This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year).
Project Actual Start Quarter This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter).
Project Actual Start Quarter Year This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year).
Project Actual Start Week This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week).
Project Actual Start Year This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year).
Project Code This is the Project Code.
Project Company This is the accounting Company associated to the Project.
Project Contact This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --.
Project Date Created This is the Date and Time the Project was created on.
Project Description This is the Description of the Project.
Project End This is the End date of the Project.
Project Health This is the Health of the Project.
Project Id This is the Id of the Project.
Project Is Active This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active).
Project Link This is the Name of the Project with a link to the corresponding Project Edit page.

Project Parent This is the Parent Project Name of the Project.
Project Priority This is the Priority of the Project.
Project Start This is the Start date of the Project.
Project State This is the State of the Project.
Project Sum of Allocated Hours This is the sum of Allocated Hours of a Project (in hours). Measure
Project Sum of Planned Hours This is the sum of Planned work Hours of a Project (in hours). Measure
Project Tracking No This is the Tracking # of the Project.
Project Workflow This is the Workflow associated to the Project.

Project Manager

Field Name Description Type
Project Manager First Name This is the First name of the Project Manager.
Project Manager Id This is the Id of the Project Manager.
Project Manager Last Name This is the Last name of the Project Manager.

Scope - All Projects

Field Name Description Type
Login Name This is the Logon name of the logged in User.  

Scope - Available Projects

Field Name Description Type
Login Name This is the Logon name of the logged in User.  

Scope Client Contacts

Field Name Description Type
Login Name This is the Logon name of the logged in User.  

Scope - My Projects

Field Name Description Type
Login Name This is the Logon name of the logged in User.