Adding and managing a new User Profile

Question asked by Annabel Dawn Lovell 7 years ago

We have 3 new User Profiles on our CB system. I can see where it shows the last time as User has Logged on but does it show anywhere which User edited or posted an Invoice? Thought this would be a primary function of this feature. Thanks in advance,

Annie

1 Reply

Hi Annie,

If you click on any invoice number and hit the transaction ID it should show which user created the invoice:

file

file

There is also an audit log which you can access on the Reports>All menu:

file

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are