Audit trail tracking system

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Audit trail tracking system

You can track specific transactional, tax, account and system changes made to your company file using an audit trail tracking system. You can then print an Audit Trail report which lists all the changes recorded in a specified date range.

To track changes, go to the Setup menu, choose Preferences and then set the Use Audit Trail Tracking preference in the Security tab.

The transactional, tax, accounts and system changes that are recorded are outlined below:

•	deletion of transaction

•	change of card selection

•	change of ID #

•	change of date

•	change of amount on any line

•	change of account on any line

•	change of item selection

•	change of job selection.

•	deselection of tax code 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

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

•	change of the current account number

•	change of the account’s opening balance

•	addition of a new account

•	deletion of an account.

•	Change of the linked account selection in any of the Linked Accounts windows

•	change to the lock periods security preference (this includes changes of the lock period date and the selection/deselection of the preference)

•	change to the Transactions CAN'T be Changed; They must be Reversed preference

•	change to the Use Audit Trail Tracking preference.

■	Company Data Auditor

■	Set up preferences

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