This feature enhances invoice management by clearly indicating which user created each invoice within the CRM. It improves accountability, transparency, and facilitates audit trails, especially in teams with multiple users managing financial records.
Functionality:
* Automatically record and display the username or user ID of the individual who created an invoice.
* Display creator information in a visible field on each invoice record.
* Allow filtering and sorting of invoices by creator, enabling managers and administrators to easily audit invoice activity.
* Include creator information in invoice reports for quick identification and analysis.