Audit Log

The Event Audit Log lists all User-driven event data in reverse chronological order to show all the updates made by Users in the system. This log can be referenced for reviewing recent actions made to transactions and records or to efficiently respond to questions from auditors to pass a financial review or audit. 


Security

Users with the following Permission will be able to view the Audit Log:

  • Administration → Audit Log → View Audit Log

Learn more about managing Permissions and Custom User Roles here

The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about User Setup and Security here.


Navigation

To open the Audit Log, hover over Administration in the top ribbon and click Audit Log. The Audit Log screen will open in a new window.


Audit Log

Buttons and Fields

When the Audit Log opens, the header will be the only fields listed. Update the Record Type field (required) and any of the other header fields before clicking 'Run' to view a specific record/transaction's details.

Button/Field

Description

1

Date Picker

Drop-down selector with the following date filters:

  • Today

  • Yesterday

  • Last 7 Days

  • Last 30 Days

  • This Month

  • Last Month

  • This Period

  • Last Period

  • This Year

  • Last Year

  • Custom (a custom date or date range)

2

User

The User who administered the event.

3

Record Type

The record or transaction involved. This is the only required selection in the header.

4

Event Type

The action made in connection with the Record Type (#3).

The dropdown displays a list of the following options:

  • Created

  • Updated

  • Deleted

  • Approved

  • Unapproved

  • Unsubmitted

    • Available for Purchase Orders only

5

Location

The Location associated with the Record Type (#3).

6

Run

Searches the system for the selections made in #1-5 and #8.

Not all selections need to be made. Only the Record Type (#3) is required.

7

Clear

Removes the selections made in #1-5.

8

Search Bar

Filters the references to the entered text.

If a value is entered, click 'Run' to search the 'References' column.

9

Columns

Opens the column menu where users can show/hide and rearrange columns.

10

Export

Exports the table as a csv file.

Columns

The audit log table will appear once header selections are made and run.

Column

Description

Event Date

The date and time the event occurred. Events are organized in reverse chronological order.

Click to open the transaction record activity with recent changes made by the selected user.

User

The User who administered the event.

Reference

The document or record number associated with the Record Type (#4). Clicking this will open the document or record.

Record Type

The record or transaction involved in the event.

Event

The action made in connection with the Record Type (#4).

Module Name

The module associated with the Record Type (#4).

Location

The location assigned to the Record Type (#4).

Description

A key piece of data from the record that is easily searchable (name, item, account name, location, etc.).


Transaction Record

The transaction record houses all of the information about a transaction. Users can review a deep dive of a transaction's history by opening this modal and viewing its details.

Button/Field

Description

1

Full Screen

Expands to full screen or collapses to the original window size.

2

Close

Closes the window.

3

Event Stamp

The date, time, and User who conducted the event. This can be a transaction creation or update.

Click the desired event in this listing to view the updates made by other users and/or at different times

4

Reference

The transaction number.

Click to open for the transaction.

5

Transaction Type

The type of transaction that is being reviewed.

6

Module

The module associated with the transaction.

7

General

The header details of the transaction. Updated details are highlighted in blue.

Three columns are listed:

  • Field Name

  • Previous entry

  • Modified entry

8

Details

The 'Details' tab of the transaction. Updated details are highlighted in blue.

Three columns are listed:

  • Field Name

  • Previous entry

  • Modified entry

9

Distribution

The 'Distribution' tab of the transaction. Updated details are highlighted in blue.

Three columns are listed:

  • Field Name

  • Previous entry

  • Modified entry


Audit Log Overview

The Audit Log captures system activity related to the creation, updates, approvals, unapprovals, and deletions of records. It is designed to help track changes and maintain accountability across key modules of the system.

Event Types

The following actions are recorded in the Audit Log:

  • Created

  • Updated

  • Deleted

  • Approved

  • Unapproved

  • Unsubmitted

    • Available for Purchase Orders only

Record Types

The Audit Log includes the following record types by module:

Master Records

  • Vendor

  • Location

  • Legal Entity

  • Bank Account

  • General Ledger Account

  • User

  • POS Employee

  • Employee

  • Daily Sales Summary

  • Recipes

  • Items

  • Vendor Items

  • Item Location

  • Bank Activity

  • Reconciliation

  • Employee

  • Shopping List

Accounting

  • Accounts Payable

    • AP Invoice

    • AP Payment

    • AP Credit Memo

  • Accounts Receivable

    • AR Invoice

    • AR Payment

    • AR Credit Memo

  • General Ledger

    • Journal Entry

  • Banking

    • Bank Expense

    • Bank Deposit

    • Bank Transfer

Operations

  • Inventory

    • Inventory Count

    • Waste Log

    • Item Transfer

    • Prep

    • Commissary Order

    • Purchase Orders

      • Also includes activity information for Unsubmitted Purchase Orders.

  • Sales

    • Journal Entry

Payroll

  • Employee Payment Preference

  • Paychecks

  • Payroll Approval

  • Payroll Changes

  • Payroll OTP (One-Time Payments)

  • Payroll Import