Read the audit trail
Every change made in the console is written down, with who and when. Nothing in it can be edited or deleted. Who: administrator · Where in the cycle: Reconcile.
Before you start
Section titled “Before you start”You need Read the audit trail (AUDIT_VIEW). By default only the Administrator role has it.
- Open Setup › Audit. The newest change is on top, 40 a page.
- To look at one kind of change, pick it under Action (for example Changed a role).
- Read each row: When, Who (and the action in words), What — a one-line summary, and for changes the before and after (“Added: …”, “Taken away: …”).
- When
- Who
- What
What is recorded
Section titled “What is recorded”People and roles, exceptions, rep set-up; customers, branches and routes; products, units and prices; imports; company settings and logo; warehouses; integrations; orders approved, declined, confirmed, delivered and cancelled; payments taken in the console, reversals, cheques, cash handed in, days closed; returns; stock loads, counts and write-offs; targets.
Example
Section titled “Example”After the Nile Fresh day the trail includes:
- “Changed the company settings” — over the credit limit Block → Needs approval;
- “Approved an order” — SO-000002;
- “Handed in cash” — 700.00 EGP in from REP-03 on SLIP-001 (the slip number the cashier typed).
What is not recorded
Section titled “What is not recorded”What happens next
Section titled “What happens next”Nothing — reading changes nothing. The trail is kept forever.
If something goes wrong
Section titled “If something goes wrong”| What you see | What to do |
|---|---|
I can't search by person, date or record | The screen filters by Action only. Page through, or narrow by action. |
A reversed deposit shows as Handed in cash | That is how a deposit reversal is labelled. Read the summary line. |
Withdrawing an invitation shows as Suspended or brought back an account | That is how it is labelled. Read the summary line. |
You do not have access to this. Ask your administrator if your work needs it. MISSING_PERMISSION | Ask an administrator for Read the audit trail. |