Event tracking

Event tracking in Accounting CS monitors important changes in your firm's database. It records:
  • Date and time of the event
  • Staff member who made the change
  • Affected client
  • Action taken
  • Item changed
  • Specific details of changes (in some cases)

How to use it

Event tracking is on by default. To check, go to
Setup
Firm Information
Firm
Preferences
tab. Make sure
Disable event tracking
is clear.
  • View events
    : Go
    Setup
    Firm Information
    Firm
    Events
    tab.
  • Filter events
    : You can filter events by action, client, date, item, or staff to narrow the results. Select a filter to see events in the grid.
  • Tracking
    : The system tracks changes to clients, employees, GL accounts, payroll checks, banks, billing invoices, files, electronic forms, workpapers, and client access notifications.
  • Find specific events: You can find specific events in the following locations:
    • Setup
      Clients
      Events
      tab
    • Setup
      Employees
      Events
      tab
    • Setup
      Bank Accounts
      Events
  • View transaction-specific events: Go to
    Actions
    Enter Transaction
    Events
    tab for each transaction type.
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