Audit

Audit

Overview

Audit can be accessed from the sidebar menu by selecting the options Accounting > General Ledger > Audit. This option will allow you to view the Audit Log for the General Ledger. 

When first launching this option, you will be met with the message: 'GL Account and Year Period filters are required'. In order to view any data, fill out these two filters. 

Basics

For more on how to Sort, Select Columns, Change Records Per Page, and Export, click here.

Filtering

There are 3 filters on the screen that can help filter down the data, in addition to the Master Search: 

Date Filter 
You must select a Month-Year in order to view any data. 
Account Filter
You must select an account to view the data in the grid. 
Source Filter
Here you can select which sources you want to see: AP Invoices, AP Payments, APVoid, AR Payments, Cash Drawer, Inventory Adjustments, Invoice, Manual, etc. 

You can view a MONTH-YEAR Balance at the top right screen. This will show the total Balance for the selected Account in that MONTH-YEAR.

There's an icon to the far right of the screen, clicking this will bring you to the Journal Entry associated with the Audit Entry in the grid. You can also view the Source document by clicking on the Source DocNo. This will open the original document in a separate window. 

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