Audit Trail

Loretta Wisdom-Zagon
Loretta Wisdom-Zagon Member Posts: 36

Dear All

  1. Can you run a report as to whom was using Accounts Hosted if they have View Only permissions?
  2. If a 'View Only' user upgrades to Version 2023 prior to Admin and therefore not backingup previous year and running reports for 2022 is this going to be a problem?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,191 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Loretta

    1. Sort of ... You can add the Entered/Modified column on a report to see a date & timestamp for transactions. You can also view the Audit Trail (under the Reports dropdown > Accountant) however both of these options are transaction-based only eg if the user was in RAH but didn't enter or edit any transactions, you won't see anything.
    2. A View Only user cannot upgrade the file - They would have to be logged in as Admin with full permissions

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Loretta Wisdom-Zagon
    Loretta Wisdom-Zagon Member Posts: 36

    Ok Thanks Shaz. So my little mystery continues - please let me know then how I can find out if someone potentially has logged in as Admin but not changed any data? And how can I change the Admin password?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,191 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 20

    Hi Loretta

    Unfortunately, I don't believe it's possible to see that if nothing has been changed 😬

    It's easy to add, change or remove the Admin password though - Just login to the file (as Admin) & click on Company then from the dropdown menu > Change Password

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Loretta Wisdom-Zagon
    Loretta Wisdom-Zagon Member Posts: 36

    Hi Shaz

    Any chance you could respond to my new question this morning re. upgrading file prior to running EOFY reports (no payroll since done on another system). So I'm referring to running PnL report, BS etc.

  • Kris_Williams
    Kris_Williams Member Posts: 3,204 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    You can change the admin password by going to the Control Panel in the opening window, Manage Users and click on User Id


  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 982 Reckon Staff

    Please be aware that the Hosted Administrator login is NOT the same thing as the actual individual company data file "Admin" username, which has its own separate password.


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,191 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 31

    @Loretta Wisdom-Zagon Apologies ... have only just seen this. I've not seen your new question though ?

    If you're still needing assistance with that, if you can reply with it on this thread, I'm happy to help 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)