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, accounts and system changes that are recorded are:

Transactional (invoices only, not quotes)

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

Tax-related

Deselection of tax on any line of a sales transaction.

Change of tax code for a sales transaction.

Change of tax amount for a sales transaction.

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

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

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

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