Auditing

Modified on Tue, 19 Nov, 2024 at 3:05 PM

Auditing can only be accessed by Administrators and System Administrators. It is divided into two areas: 1) The top half contains the filters and search button and 2) The bottom half displays the search results.

Use the following filters to refine the search results and locate the logs you want to audit:

	From Date and To Date - determines the date range of your search
	User - filters the search results to display logs completed only by that user
	Category - filters the search results to display logs belonging to the chosen category. The options in the Action and Type fields are also affected by the category.
	Action - the options available depend on the chosen category
	Type - may be displayed or hidden depending on the chosen category

 QUICK TIP: After making changes to the filter, always select the Search button to update the search results.

Category, Action & Type Summary

Refer to this summary to know which Category to select to find specific log actions and types you want to search for:

Category	Action	Type	Miscellaneous Field
All	All
Account Enquiry	Edit	All Pay Direct Convert to Cash Income Adj. Write On Income Adj. Write Off Update Payment Reference Unapply Unapply Income Adj. Refund
Accounting Month	Close
Adhoc Report	All Create Edit Delete Run Amend Transfer Email
Allocations	Create	All Client Authorised Rep Insurer Refund
Authorised Rep	All Create Edit Delete		Displays the AR field where you can search for an AR's name.
Bank Deposit	Create
Bank Payment File	Export
Bank Reconciliation	All Reconcile Unreconcile
Cash Journal	Transfer	All Client Transfer Insurer Transfer
Claim	All Create Edit Delete
Claim Task	All Create Edit Delete Queue Transfer	All Quick Doc *Other options depend on what is set up in the ClaimTask Types setting in Configuration
Client	All Create Edit Delete		Displays the Client field where you can search for Client's name.
Client Task	All Create Edit Delete Queue Transfer	All Email Doc Premium Funding Quote Quick Doc *Other options depend on what is set up in the Client Task Types setting in Configuration
Compliance	All Create Edit Delete Email	All FSG PDS TMD Terms of Engagement *Other options depend on what is set up on the Compliance page of Ledger settings
Configuration	All Create Edit Delete	All Claims Class of Risks Client Interfaces Insurers Levy Rates Policy Sales and Service Sales Classification Other Compliance Send Methods
Contact	All Create Edit Delete	All Client Insurer Authorised Rep Claim
Document	All Create Edit Delete	All Client Policy Claim
Drawings	Create	All Income GST Credit Card Fees
Entity Comment	All Create Edit Delete