Available in Sage 50 Premium Accounting and higher.
What Audit Trail Tracks
The Sage 50 audit trail feature records the following items (when applicable) with each activity performed while operating in the Sage 50 company:
- Date: System (computer) date of action
- Time: System (computer) time of action
- User Name: User Name (if available); otherwise, Sage 50 displays "Not Available"
- Action: Add, Change, or Delete
- Window Name (or System Function): Name of window where action occurred (for example, Sales Orders) or name of system function implemented (for example, Unpost)
- Transaction ID: For maintenance records, the ID associated with the record; for tasks, the ID associated with the transaction after change
- Transaction Reference: Reference number associated with the transaction after change
- Amount: Amount of transaction after change
- All the above items are recorded in the Audit Trail report.
Below is a summarized list of actions Sage 50's audit trail tracks.
Records and Transactions
Records include customers, vendors, employees, inventory items, and so on. Transactions include quotes, sales orders, invoices, payments, general journal entries, inventory adjustments, and so on.
These include
- adding records or transactions (when Save is selected)
- editing records or transactions (when Save is selected)
- deleting records or transactions (when Delete is selected)
- entering or maintaining record beginning balances (when OK or Save is selected)
- voiding checks and paychecks
- making payments in Payment Manager
Miscellaneous Actions
- reconciling accounts
- maintaining company information and options
- maintaining and loading user-maintained and Sage-maintained payroll tax formulas
- importing data into the company
System Functions
- posting and unposting journals (Batch mode only)
- closing the fiscal year
- closing the payroll tax year
- backing up company data (using the Backup option from the File menu)