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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>
+
<div style="text-align: center;">[[Tracking Reports]] | [[Audit Trail]]</div>
−
[[File:Audit Trail Menu List.png|center|1057x1057px]]
+
 
 +
==Audit Trail==
 +
[[File:Tracking Reports - Audit Trail - Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 
'''Audit Trail''' refers to the reports on how a specific user/s performing a task on a real time basis.
 
'''Audit Trail''' refers to the reports on how a specific user/s performing a task on a real time basis.
 +
{| class="wikitable" style="margin: auto;"
 +
|+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
 +
|}
  
−
Audit Trail Terms on Oojeema System
+
======<span class="mw-headline" id="How_to_Export_Records_on_Audit_Trail" style="box-sizing: inherit;">Exporting Records on Audit Trail</span>======
  
−
# Record Filter (Date Range, Search Bar) - Filter Options for precise searching of records.
+
#Click [[Reports]] under Main Menu
−
#* Date Range is set on the current month by default
+
#Under Reports Menu, Click [[Audit Trail]] under [[Tracking Reports]].
−
# Date and Time - The exact Date and Time when the task is done by the user.
+
#Under Audit Trail, click Export at the upper right corner of the screen, the user may filter the date for precise exportation of records
−
# User - the user that performs the current task on the specific Date and Time.
 
−
# Activity Done - The activity performed by the user on the specific Date and Time.
 
−
# Module - The module affected by the Activity Performed by the user.
 
−
# Task - A specific action performed in the Module<br />
 
  
−
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
+
[[File:Tracking Reports - Audit Trail - Export.png|border|center|1943x1943px]]
 +
<br />
 +
{| 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:
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Financials
 
| style="" |Financials
−
| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Depreciation Run]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
+
| 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]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Inventory
 
| style="" |Inventory
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|- style="height:25px;"
 
|- style="height:25px;"
 
| style="" |Maintenance
 
| style="" |Maintenance
−
| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Branch]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Fixed Asset Class]]<nowiki> | </nowiki>[[Fixed Asset Master]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
+
| 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]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
−
|-
+
|- style="box-sizing: inherit;"
−
|Reports
+
| style="" |Reports
−
|[[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">[[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;}"><nowiki>Tax Reports | Parts and Services | Purchase Reports | Landed Cost Reports | Fixed Asset Reports | Budget Reports</nowiki></span>
+
| 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>
−
|-
 
−
|Tracking Reports
 
−
|[[Audit Trail]]
 
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Financial Statements
 
| style="" |Financial Statements
 
| 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="" |[[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="" |Tracking Reports
 +
| style="" |[[Audit Trail]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Sales Reports
 
| style="" |Sales Reports
−
| style="" |[[Sales Person Report&action=view&action=view|Sales Person Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Stock Ledger&action=view&action=view|Stock Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[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]]
+
| 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]]
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Tax Reports
 
| style="" |Tax Reports
 
| 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="" |[[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="" |Parts and Service Reports
 
−
| style="" |[[Detailed Parts and Services Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[After Sales Status Report]]
 
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| style="" |Purchase Reports
 
| style="" |Purchase Reports
 
| style="" |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]]
 
| style="" |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]]
−
|- style="box-sizing: inherit;"
 
−
| style="" |Landed Cost Reports
 
−
| style="" |[[Landed Cost]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Job Report]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Fixed Asset Reports
 
−
| style="" |[[Asset Depreciation]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset History]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Master List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Asset Transaction]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Budget Reports
 
−
| style="" |[[Budget Variance Report]]
 
−
|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Sales Aids
 
−
| style="" |[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Purchase Aids
 
−
| style="" |[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Financials Aids
 
−
| style="" |[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Credit Memo Aids]]<nowiki> | </nowiki>[[Credit Voucher Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Debit Voucher Aids]]<nowiki> | </nowiki>[[Depreciation Run Aids]]<nowiki> | </nowiki>[[Disbursement Voucher Aids]]<nowiki> | </nowiki>[[Journal Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]<nowiki> | </nowiki>[[Petty Cash Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Inventory Aids
 
−
| style="" |[[Inventory Adjustment Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Stock Transfer Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Maintenance Aids
 
−
| style="" |[[Account Codes Aids]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Bank Aids]]<nowiki> | </nowiki>[[Branch Aids]]<nowiki> | </nowiki>[[Brand Aids]]<nowiki> | </nowiki>[[Budget Aids]]<nowiki> | </nowiki>[[Budget Center Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Currency Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]]<nowiki> | </nowiki>[[Fixed Asset Class Aids]]<nowiki> | </nowiki>[[Fixed Asset Master Aids]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Item Type Aids]]<nowiki> | </nowiki>[[Position Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Proforma Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Sales Person Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Terms Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
−
|-
 
−
|Tracking Reports
 
−
|[[Audit Trail Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Financial Statements
 
−
| style="" |[[Balance Sheet Aids]]<nowiki> | </nowiki>[[Income Statement Aids]]<nowiki> | </nowiki>[[General Ledger Aids]]<nowiki> | </nowiki>[[General Journal Aids]]<nowiki> | </nowiki>[[Trial Balance Aids]]<nowiki> | </nowiki>[[Statement of Account Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aging Aids]]<nowiki> | </nowiki>[[AR Detailed Report Aids]]<nowiki> | </nowiki>[[AR Transaction Report Aids]]<nowiki> | </nowiki>[[Accounts Payable Aging Aids]]<nowiki> | </nowiki>[[AP Detailed Report Aids]]<nowiki> | </nowiki>[[AP Transaction Report Aids]]<nowiki> | </nowiki>[[Cash Position Aids]]<nowiki> | </nowiki>[[Check List Aids]]<nowiki> | </nowiki>[[Deposit List Aids]]<nowiki> | </nowiki>[[Collection Register Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Sales Reports
 
−
| style="" |[[Sales Person Report Aids&action=view|Sales Person Report Aids]]<nowiki> | </nowiki>[[Stock Ledger Aids&action=view|Stock Ledger Aids]]<nowiki> | </nowiki>[[Sales Report Aids]]<nowiki> | </nowiki>[[Sales Register Aids]]<nowiki> | </nowiki>[[Sales per Warehouse Aids]]<nowiki> | </nowiki>[[Sales per Customer Aids]]<nowiki> | </nowiki>[[Sales per Stock Aids]]<nowiki> | </nowiki>[[Sales Transfer per Stock Aids]]<nowiki> | </nowiki>[[Sales per Item Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales per Category Aids]]<nowiki> | </nowiki>[[Sales Top Item Aids]]<nowiki> | </nowiki>[[Returns per Customer Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Tax Reports
 
−
| style="" |[[Sales Journal Aids]]<nowiki> | </nowiki>[[Purchase Journal Aids]]<nowiki> | </nowiki>[[VAT Summary Aids]]<nowiki> | </nowiki>[[BIR Form 2550M Aids]]<nowiki> | </nowiki>[[BIR Form 2550Q Aids]]<nowiki> | </nowiki>[[BIR Form 0619-E Aids]]<nowiki> | </nowiki>[[BIR Form 1601E-Q Aids]]<nowiki> | </nowiki>[[BIR Form 1604E Aids]]<nowiki> | </nowiki>[[Sales Relief Aids]]<nowiki> | </nowiki>[[SAWT Aids|Summary Alphalist of Withholding Taxes]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Parts and Services Reports
 
−
| style="" |[[Detailed Parts and Services Sales Report Aids]]<nowiki> | </nowiki>[[After Sales Status Report Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Purchase Reports
 
−
| style="" |[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Landed Cost Reports
 
−
| style="" |[[Landed Cost Aids]]<nowiki> | </nowiki>[[Job Report Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Fixed Asset Reports
 
−
| style="" |[[Asset Depreciation Aids]]<nowiki> | </nowiki>[[Asset History Aids]]<nowiki> | </nowiki>[[Asset Master List Aids]]<nowiki> | </nowiki>[[Asset Transaction Aids]]
 
−
|- style="box-sizing: inherit;"
 
−
| style="" |Budget Reports
 
−
| style="" |[[Budget Variance Report Aids]]
 
 
|}
 
|}
 +
[[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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