Security
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 orders or quotes)
- Change of card selection.
- Change of amount on any line.
- Change of account on any line.
- Change of item selection.
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.
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.
- Change of the account's opening balance.
- 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
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