Is there a report that will show all entries/adj made for a date range?
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Tracey_6742702
Member Posts: 3 ✭
Is there a report in Premier Accounts that will show all entries or adjustments made to a transaction or journal for a particular date range? trying to track entries I've made or adjusted from 6/5 to 15/5 and may have been entered earlier like december and adjusted in may. backed up data has been corrupted so can't use that. appreciate any ideas.
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Tracey
Check the Reports --> Accountant --> Audit Trail, where you can specify: MODIFY --> Filter (tab) the transaction type(s), as well as the date range "OF" the transaction (ie: it's accounting effective date). This will show you the user login that made the entry and subsequent changes, and the date/time those changes took place in real time.
Gary Pope
An Accredited Partner- Consultant (VIC. Aust)"Working with Accountants/Bookkeepers PPs/APs, as an
independent IT Professional and retired FCPA Accountant"0 -
Hi Tracey,
In addition to what Gary has said, the Audit Trail report can often take a long time to generate, especially if you tried at the end of the day when lots of transactions had been processed already that day (the default range for the report opening).
Can I suggest that you go into the edit drop down menu > preferences > reports & graphs > my preferences > and tick the box which says to modify report options before opening the report.
This way you will be able to filter by what you need before having to wait for the initial report to generate.
You can turn this feature off when you are finished if you don't like it!
Kind regards,
Sally McIntosh (Sally@samsolutions.com.au)
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Sally - that's a really terrific tip you've shared with Tracey!. That approach of avoiding the first load, would save lots of time in other areas. Community Forum sure shares some good oil!
Gary2 -
Thank you both so much! problem solved.......
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