Sage 100

 View Only
  • 1.  Audit Trail for Sage 100 AP/AR Transactions

    Posted 01-09-2023 16:16
    Hi All,

    Happy New Year!!

    Has anyone written an Audit Trail report.
    I have a new controller requesting an audit trail for transactions in AR and AP that includes the user, create date, trans date and posting date..

    Any input would be helpful.

    Thanks. Jacquie

    ------------------------------
    Jacqueline Hoyte
    Director of Client Services
    Integrated Data Technology, Inc.
    ------------------------------


  • 2.  RE: Audit Trail for Sage 100 AP/AR Transactions

    Posted 01-09-2023 16:35
    Paperless PDF's of all the journals / registers is where I'd start.
    Raw data backups of whatever history tables they want, including SY_User to translate user key into a login, is where things often go next.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    ------------------------------



  • 3.  RE: Audit Trail for Sage 100 AP/AR Transactions

    Posted 01-10-2023 13:48
    Thanks Kevin,
    They had not turned on Paperless Office.
    I ended up doing VI jobs from the History files - basically gave them exactly what they needed.

    Have a great day.

    ------------------------------
    Jacqueline Hoyte
    Director of Client Services
    Integrated Data Technology, Inc.
    ------------------------------