Advanced Audit Trails

With the Advanced Security module, advanced auditing capabilities are available. Use the Set Up Advanced Organization Audit form to select the Accounting and Payroll module Maintain menu forms. When enabled, the system records detailed information regarding new, changed, or deleted entries for these types of records. Then use the Advanced Organization Audit form to view the detailed information the system collected. This module is especially useful to find out what went wrong and who did it.

To begin Advanced Organization Auditing, you will need to set up the following:

  1. Add Group and User security in order to access these forms. (As the Administrator, Security>Set Up Organization Menus)
  2. Select the menus for which you want to being collecting information. (Security>Manage Audit Trails>Set Up Advanced Organization Audit)

    3. Note: We recommended that you clear the Enable Audit check box next to the Record Type during the initial system setup and when Importing new records. When you are auditing, every field change made or imported for these record types get recorded; taking up a lot of space on your database server that will be needed when processing transactions, checks, or any other activity.

  3. Review the collected information. (Security>Manage Audit Trails>Advanced Organization Audit)
  4. If applicable, print the collected information. (As the Administrator, Reports>Lists>Advanced Organization Audit)

We recommend using the Advanced Organization Audit with the Full Version of Microsoft SQL Server installed on your Server machine. Otherwise, slow performance issues can occur when Microsoft SQL Server Express is installed on your Server machine.