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Difference between revisions of "Audit Trail"
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==Audit Trail== | ==Audit Trail== | ||
| + | [[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. | '''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;" | {| class="wikitable" style="margin: auto;" | ||
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|A specific action performed in the Module | |A specific action performed in the Module | ||
|} | |} | ||
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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 | ||
| + | #Under Reports Menu, Click [[Audit Trail]] under [[Tracking Reports]]. | ||
| + | #Under Audit Trail, click Export at the upper right corner of the screen, the user may filter the date for precise exportation of records | ||
| + | |||
| + | [[File:Tracking Reports - Audit Trail - Export.png|border|center|1943x1943px]] | ||
| + | <br /> | ||
{| class="wikitable" style="margin: auto;" | {| 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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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Financials | | style="" |Financials | ||
| − | | style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Debit 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 | ||
| Line 45: | Line 57: | ||
|- 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>[[Bill of Materials]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate | + | | 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;" | |- style="box-sizing: inherit;" | ||
| style="" |Reports | | style="" |Reports | ||
| − | | style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><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="{"style":"color: rgb(34, 34, 34)"}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase | + | | style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{"style":"color: rgb(34, 34, 34)"}"><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="{"style":"color: rgb(34, 34, 34)"}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]</span> |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Financial Statements | | style="" |Financial Statements | ||
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| 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]] | ||
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| − | |||
| − | |||
|} | |} | ||
| + | [[Category:Tracking Reports]] | ||
Latest revision as of 12:19, 7 April 2022
Audit Trail
Audit Trail refers to the reports on how a specific user/s performing a task on a real time basis.
| Field | Description |
|---|---|
| 1.Record Filter (Date Range, Search Bar) | Filter Options for precise searching of records.
|
| 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
- Click Reports under Main Menu
- Under Reports Menu, Click Audit Trail under Tracking Reports.
- Under Audit Trail, click Export at the upper right corner of the screen, the user may filter the date for precise exportation of records
