Audit Trail

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JoannaG

• October 05, 2022 14:59

To see all actions (posting status, amount change, project change) in Accounting Seed by transaction date / audit date

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  Permanently deleted user

  • October 07, 2022 14:31

  Hello Joanna, 

  Thank you for the feedback. I will be sending this feature request to the Product Development team for review.

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  Bao Do

  • October 07, 2022 14:50

  You can achieve this by using field history tracking.

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  JoannaG

  • October 07, 2022 15:02
  • Edited

  Thanks, Bao Do.  Can you please explain further?  Or point me to a job aid?  I don't see how all accounting actions can be monitored in the system and exported into a csv so that reports can be run.  

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  Bao Do

  • October 08, 2022 04:02

  https://www.google.com/url?sa=t&source=web&rct=j&url=https://help.salesforce.com/apex/HTViewHelpDoc%3Fid%3Dsf.field_audit_trail.htm%26language%3Den_US&ved=2ahUKEwihvoCm38_6AhVhFVkFHdpsDi4QFnoECBkQAQ&usg=AOvVaw2LwwRwdus1dUQbAKXJgJ7Y

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  JoannaG

  • October 10, 2022 13:22

  Thanks again, Bao.  I was looking for something that would typically come out of the box with accounting software like netsuite, sage, intuit, or freshbooks - something that I don't have to work with a programmer on.  Cheers!

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  Bao Do

  • October 11, 2022 00:07

  No admin is needed. Any Salesforce admin can easily enable and configure. No coding necessary

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