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Difference between revisions of "Audit Trail"

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<div style="text-align: center;">[[Tracking Reports]] | [[Audit Trail]] | [[Audit Trail Aids]]</div><br />
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<div style="text-align: center;">[[Tracking Reports]] | [[Audit Trail]]</div>
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==Audit Trail==
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[[File:Tracking Reports - Audit Trail - Record List.png|border|center|1500x1500px]]
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'''Audit Trail''' refers to the reports on how a specific user/s performing a task on a real time basis.
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{| class="wikitable" style="margin: auto;"
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|+Audit Trail Terms on Oojeema System
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!Field
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!Description
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|-
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|1.Record Filter (Date Range, Search Bar)
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|Filter Options for precise searching of records.
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*Date Range is set on the current month by default
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|-
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|2.Date and Time
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|The exact Date and Time when the task is done by the user.
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|-
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|3.User
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|the user that performs the current task on the specific Date and Time.
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|-
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|4.Activity Done
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|The activity performed by the user on the specific Date and Time.
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|-
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|5.Module
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|The module affected by the Activity Performed by the user.
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|-
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|6.Task
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|A specific action performed in the Module
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|}
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======<span class="mw-headline" id="How_to_Export_Records_on_Audit_Trail" style="box-sizing: inherit;">Exporting Records on Audit Trail</span>======
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#Click [[Reports]] under Main Menu
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#Under Reports Menu, Click [[Audit Trail]] under [[Tracking Reports]].
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#Under Audit Trail, click Export at the upper right corner of the screen, the user may filter the date for precise exportation of records
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[[File:Tracking Reports - Audit Trail - Export.png|border|center|1943x1943px]]
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<br />
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{| class="wikitable" style="margin: auto;"
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Modules'''
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|- style="box-sizing: inherit;"
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| style="" |Purchase
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| style="" |[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|- style="box-sizing: inherit;"
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| style="" |Financials
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| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
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|- style="box-sizing: inherit;"
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| style="" |Inventory
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| style="" |[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]]
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|- style="height:25px;"
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| style="" |Maintenance
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| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Bill of Materials]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Profit Center]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Reports
 
| style="" |Reports
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| style="" |[[Financial Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Reports]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> <span>[[Tracking Reports]]<nowiki> |</nowiki></span> <span style="color: rgb(34, 34, 34)"><nowiki>Tax Reports | Parts and Services | Purchase Reports | Landed Cost Reports | Fixed Asset Reports | Budget Reports</nowiki></span>
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| style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]</span>
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|- style="box-sizing: inherit;"
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| style="" |Financial Statements
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| style="" |[[Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Payable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Cash Position]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Check List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Deposit List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Collection Register]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Tracking Reports
 
| style="" |Tracking Reports
 
| style="" |[[Audit Trail]]
 
| style="" |[[Audit Trail]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
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| style="" |Sales Reports
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| style="" |[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]]
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|- style="box-sizing: inherit;"
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| style="" |Tax Reports
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| style="" |[[Sales Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Purchase Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[VAT Summary]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550M]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 2550Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 0619-E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1601E-Q]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[BIR Form 1604E]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Relief]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[SAWT|Summary Alphalist of Withholding Taxes]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
−
| style="" |Tracking Reports
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| style="" |Purchase Reports
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| style="" |[[Audit Trail Aids]]
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| style="" |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]]
 
|}
 
|}
 +
[[Category:Tracking Reports]]

Latest revision as of 12:19, 7 April 2022

Audit Trail

Tracking Reports - Audit Trail - Record List.png


Audit Trail refers to the reports on how a specific user/s performing a task on a real time basis.

Audit Trail Terms on Oojeema System
Field Description
1.Record Filter (Date Range, Search Bar) Filter Options for precise searching of records.
  • Date Range is set on the current month by default
2.Date and Time The exact Date and Time when the task is done by the user.
3.User the user that performs the current task on the specific Date and Time.
4.Activity Done The activity performed by the user on the specific Date and Time.
5.Module The module affected by the Activity Performed by the user.
6.Task A specific action performed in the Module
Exporting Records on Audit Trail
  1. Click Reports under Main Menu
  2. Under Reports Menu, Click Audit Trail under Tracking Reports.
  3. Under Audit Trail, click Export at the upper right corner of the screen, the user may filter the date for precise exportation of records
Tracking Reports - Audit Trail - Export.png


Categories:
Modules
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Purchase Import Purchase Order | Purchase Requisition | Purchase Order | Purchase Receipt
Financials Accounts Payable | Accounts Receivable | Credit Voucher | Debit Voucher | Disbursement Voucher | Journal Voucher | Payment Voucher | Petty Cash | Receipt Voucher
Inventory Inventory Adjustment | Inventory Inquiry | Inventory Movement | Purchase Return | Stock Transfer | Sales Return
Maintenance Maintenance | Account Class | Account Codes | ATC Code | Bank | Bill of Materials | Brand | Chart of Account | Company | Currency | Customer | Exchange Rate | Item Class | Item Master | Item Type | Position | Price List | Profit Center | Proforma | Sales Person | Supplier | Tax | Unit of Measure | Users | Users Group | Warehouse
Reports Module (Reports)
Reports Financial Statement | Sales Reports | Tracking Reports | Tax Reports | Purchase Reports
Financial Statements Balance Sheet | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transaction Report | Cash Position | Check List | Deposit List | Collection Register
Tracking Reports Audit Trail
Sales Reports Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales per Category | Sales Top Item | Returns per Customer
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Summary Alphalist of Withholding Taxes
Purchase Reports Purchase Report | Average Cost
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