New security and audit trail features

Set a lock period date

You can now set a lock period date. Previously, you could only lock transactions that were posted before a particular month.

You can also set a lock period in the next fiscal year. You might do this, for example, to facilitate end-of-year accounting. Previously, you could only set a date within the current fiscal year.

Set lock period dates in the Security tab of the Preferences window.

Create an audit trail entry when editing a transaction

If you have selected the Use Audit Trail Tracking[System-wide] option in the Security view of the Preferences window, and you edit a transaction, the following will occur:

■	an audit trail entry is created that details the changes made

■	the user, the date, and transaction ID is also recorded

Create an audit trail entry when editing a Receive Items transaction

If you have selected the Transactions CAN’T be Changed; They Must be Reversed option in the Security view of the Preferences window, and you edit a Receive Items transaction, the following will occur:

■	a new transaction is recorded that includes the changes you have made.

If you have not selected the Transactions CAN’T be Changed; They Must be Reversed option, an audit trail entry will not be recorded when you edit a Receive Items transaction, and a reversal transaction will not be recorded.

Back to New Features list