Forum Discussion

SarahAJ's avatar
SarahAJ
Contributing User
2 years ago
Solved

How to identify which user created a transaction?

Hi

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

Thank you in advance.

  • Doreen_P's avatar
    Doreen_P
    2 years ago

    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

5 Replies

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    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's avatar
    Sheree3
    Member
    2 months ago

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

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi SarahAJ,

     

    Thanks for your response.

     

    We're glad that we were able to assist you. If you encounter issues in the future, please don't hesitate to create a post again. We're here to assist you.

     

    Best regards,

    Doreen

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    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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