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How to identify which user created a transaction?

SarahAJ

Is there a way that you can identify which staff member/user created a transaction in AccountRight?

Thank you in advance.

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Doreen_P

Hi @SarahAJ,

Thanks for your post, and welcome to the MYOB Community Forum.

If you wish to know who created a transaction within your file, you may check the Journal Security Audit report. To access it, go to Reports > Accounts > Under Security and Audit, select Journal Security Audit.

Feel free to post again anytime if you require further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen

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Doreen_P

Hey @Sheree3,

You can check who entered a transaction by running the Journal Security Audit report. Once you’ve got it open, look for the User column, which shows exactly who created each entry, so it’s a handy way to get clarity on who’s been doing what in the file. If you want to pull up the report, here are the quick steps:

Go to Reports
Select Business
Look for Journal Security Audit Report

Cheers,

Doreen

Sheree3

Is there a way that you can identify which staff member/user created a transaction in Essentials?

SarahAJ

Fantastic, thank you

Doreen_P

Hi @SarahAJ,

Thanks for your post, and welcome to the MYOB Community Forum.

Feel free to post again anytime if you require further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen