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, VAT, payroll, accounts and system changes that are recorded are:
Transactional:
(Changes to quotes and orders are not included.)
- Change of card selection. (Includes a change resulting from combining cards.)
- Change of amount on any line.
- Change of account on any line. (Includes a change resulting from combining accounts.)
- Change of item selection.
- Recording of an item receipt.
VAT-related
- Change or deletion of VAT code on any line.
- Adding transactions with a VAT 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 account's VAT code. (tracked only if there is at least one recorded transaction on the file)
- Change of the linked account selection in any of the VAT Code Information windows.
Payroll
- Changes in Payroll Details - Wages
Change to the Pay Basis - Hourly to Salary or from Salary to Hourly.
Change of the Annual Salary or the Hourly Rate.
Change of the Pay Frequency.
Change of the Wages Expense Account.
- Changes in the Wages Information window:
Change to the Type of Wages field - salary to hourly or hourly to salary.
Change to the Pay Rate field - Regular Rate to Fixed Hourly Rate or Fixed Hourly Rate to Fixed Hourly Rate - for an Hourly Rate wage.
- Changes in Payroll Details - Entitlements
Change to any `Carry Over' entitlements.
- Changes in the Entitlements Information window:
Change to the Type of Entitlement field.
- Changes in the Deductions Information window:
Change to the Type of Deduction field.
Change to the Deduction Limit field.
- Changes in the Employer Expense Information window:
Change to the Type of Expense field.
Change to the Expense Limit field
- Changes in Payroll Details - Taxes:
Change to the NI Table Letter field.
Change to the Tax Code field.
Change to the Week 1/Month 1 checkbox.
Change to the Director checkbox.
- Changes in Payroll Details - Payroll History:
Change to any payroll history entry other than entitlement.
Change to the Previous employments pay field.
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
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