sales order history

stephen_8307409
stephen_8307409 Member Posts: 6 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)
Is there a way of seeing what changes have been made to a sales order after it has been saved

Comments

  • Luke
    Luke Moderator, Reckon Staff Posts: 203 Moderator Moderator
    edited August 2018
    Hi Stephen,

    Welcome to the Reckon Community!

    Reckon Accounts automatically tracks all the additions, deletions, and modifications made to transactions in your data file. This record of tracked changes is called an audit trail. The audit trail ensures that an accurate record of your data is maintained.

    To go view this report go to Reports > Accountant > Audit Trail.

    I hope this helps.

    Luke.
  • Peter Tisdall
    Peter Tisdall Member Posts: 17 Novice Member Novice Member
    edited November 2016
    Nope, it seems NOTHING is recorded in History that is of value. I too have been asking for this. Create date, User Initials, etc etc. Nothing like this on offer.
  • accountsgrs
    accountsgrs Member Posts: 17 Reckoner Reckoner
    edited January 2020
    Hi. When a change happens to a Sales Order, just open that Sales Order and put in a new line and say what happened:  i.e. "Change to Sales Order on 1.8.17, additional 500 hours added",  or whatever.  This will make the original sales order to be showing you all the things that have happened.  So down the track, when you want to know what the history was on a sales order, you can simply open it and see everything on it already.
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