Embedded Files
Overview
Overview
All changes or updates to transactions, including status changes and deletions are audited, recorded and timestamped.
To display Audits, click the Audits entry under Reports and select a module from the dropdown list next to the word Audits.
The updates are shown in the Audits panel at the right edge of the window.
Navigation: Main Menu > Reports > Audits
Settings
Settings
Navigation: Main Menu > Setup > Settings & Defaults
General > Delete Audits older than (Enter number of months) (Default = 12): Allows users to delete the audit information to prevent the database from becoming too large with unnecessary information.
Recorded Changes
Recorded Changes
The Audit side panel records the following information:
User
Doc Number
Date & Time (of update)
Type
Details
Note: Double-click the side menu tab to close the Audits window.
Sales Orders
Materials: Total Change & Deleted Materials
Header: Status Change
Ledger
Materials: Deleted Materials
Header: Status Change
Quotations, Sales Orders, Delivery Notes, Material Movements & Supplier Invoices
Batch Update: Limited Detail (e.g. 10 Item/s Updated)
Materials: Delete Materials
Header: Status Change
Work Orders, Customers, Suppliers, Materials, Customer Age Analysis & Supplier Age Analysis
Batch Updates
Customer Invoices
Batch Updates
Materials: Delete Materials
Header: Status Change, Total
Customer Credit Notes, Purchase Orders & Supplier Debit Notes
Batch Updates
Materials: Deleted Materials
Header: Status Change & Total Change
Transfer Order
New Transaction created
Header: Status Change
Bank Import: Deletes & Status Change
POS Cashup & Leave: Status Change
NCR, Supplier Payments, VAT Recon & Bank Recon: Deleted Transactions
Updates
Updates
Modules have several fields available that are hidden by default and can be exposed using the Field Chooser (*) in the first column:
Updated: The date on which the entry was last updated.
Updated by: The user who last updated the entry.
On certain transactions, this information is also displayed on the footer next to Updated. In these cases, the user who created the transaction is displayed if the transaction has not been updated.
The Updated fields are also available in the footers of certain records (e.g. Cost Centres). In these cases, the Updated field is only filled in if the entry was changed.
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