Changes recorded by Audit Trail Tracking

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Changes and entries recorded by Audit Trail Tracking

When you mark the Use Audit Trail Tracking preference in the Security view of the Preferences window, you activate a tracking system that records and reports (in the Audit Trail report) certain entries and many changes performed to your company file.

The specific transactional, tax, payroll, accounts and system changes that are recorded are:

Transactional:

(Changes to quotes and orders are not included.)

Change of card selection. (Includes a change resulting from combining cards.)

Change of ID #.

Change of Date.

Change of amount on any line.

Change of account on any line. (Includes a change resulting from combining accounts.)

Change of item selection.

Change of job selection.

Deletion of transaction.

Recording of an item receipt.

Tax-related

Deselection of tax on any line of a sales or purchase transaction.

Change of tax code for a sales or purchase transaction.

Change of tax amount for a sales or purchase transaction.

Adding transactions with a tax code other than the default code for the selected card or account. (invoices only, not orders or quotes)

Adding transactions with a changed taxable amount. (invoices only, not orders or quotes)

Change of the linked account selection in any of the Tax Code Information windows.

Payroll

Changes in Payroll Details - Personal Details:
Change of the Employee Residence Code.

Change of the Employee Work Code.

Changes in Payroll Details - Wages
Change to the Pay Basis - Hourly to Salary or from Salary to Hourly.

Change of the Annual Salary or the Hourly Rate.

Change of the Pay Frequency.

Change of the Wages Expense Account.

Changes in the Wages Information window:
Change to the Type of Wages field - salary to hourly or hourly to salary.

Change to the Pay Rate field - Regular Rate to Fixed Hourly Rate or Fixed Hourly Rate to Fixed Hourly Rate - for an Hourly Rate wage.

Changes in Payroll Details - Accruals
Change to any `Carry Over' accruals.

Changes in the Accruals Information window:
Change to the Type of Accrual field.

Changes in the Deductions Information window:
Change to the Type of Deduction field.

Change to the Deduction Limit field.

Changes in the Employer Expense Information window:
Change to the Type of Expense field.

Change to the Expense Limit field

Changes in Payroll Details - Taxes:

Change to the Allowances field.

Change to the Extra Withheld field.

Changes in Payroll Details - Payroll History:
Change to the Previous employments pay field.

Accounts-related

These changes are tracked only if there is at least one recorded transaction for the account or on the file.

Change of the current account number. (Includes a change resulting from combining accounts.)

Change of the account's opening balance. (Includes a change resulting from combining accounts.)

Addition of a new ledger account.

Deletion of a ledger account.

System settings

Change of the linked account selection in any of the Linked Accounts windows (Setup menu).

Change to the Lock Periods Security preference. (A change of the lock period date, as well as selection/deselection of the preference, is tracked.)

Change to the Transactions Can't be Changed; They must be Reversed Security preference.

Change to the Use Audit Trail Tracking Security preference.

Step by step

To print a report showing changes recorded by Audit Trail Tracking