You can track specific transactional, tax, account, payroll, 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 enable Audit Trail tracking:
Go to the top menu bar and select Setup > Preferences.
Select the Security tab at the top.
Check off the Use Audit Trail Tracking preference.
To view the Audit Trail report:
Go to the top menu bar and select Reports > Index to Reports.
Select the Accounts tab at the top.
Scroll down to the Audit Trail section.
Here you will find the Audit Trail report.
Note: The Audit Trail feature is extremely useful for finding which user has changed different transactions. That being said, it also can make your company file significantly larger and as a result slower, you should purge the Audit Trial during the Start a New Fiscal Year process to reduce file size and increase speed.
The Audit Trail tracking feature tracks and reports the following changes:
Change Type
Description
Transactional
deletion of transaction
change of card selection
change of card ID #
change of date
change of amount on any line
change of account on any line
change of item selection
change of job selection
changes to Receive Items transactions (only if the Transactions can’t be changed option is selected in the Security view of the Preferences window)
Tax
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
change of the linked account selection in any of the Tax Code Information windows
Account
change of the current account number
change of the account's opening balance
addition of a new account
deletion of an account
Payroll
Changes to the setup of an employee’s card, including:
pay basis, pay rate, or pay frequency
the default wages expense account
Carry Over accruals
pay history
tax allowance or extra tax withheld
residence code and work code
termination details.
Changes to the setup of a payroll category, including:
Type of Wages selection and pay rate
Type of Accrual field
Type of Deduction or Deduction Limit fields
Type of Expense or Expense Limit fields
System
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
