Accounting Ideas

Add better and multiple filters to Audit Trail (as in Sage 50), allow column sorting (ascending/descending) and shrink the detail leaving only the headline detail showing with the option then to expand if needed

The Audit Trial is inferior to the Sage 50 filters which were excellent for allowing multiple option searches. eg it was easy to find debits and credits at the same time, sort items in number order or looking up day book-entries. Audit trail now means having to export to Excel to enable searches. It also has too much information showing at the same time - its the only screen that you don't have to click into to expand the details. Frustrating!

  • Guest
  • May 23 2022
  • One For The Future
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  • Guest commented
    10 Dec, 2022 11:32am

    in sage50, we could find rather than search for a transaction number, and then spot the transactions posted before and after. This made it easier to spot a posting error, because we could see what the bookkeeper was working on at the time that a rogue transaction has appeared. This doesnt seem to work here. Please could you find a way of incorporating it, while adding more detail to the audit trail. At least you have an audit trail, which keeps you one up on the alternative software