interAccounts's avatar
interAccounts
Valued Partner
11 years ago
Status:
Archived

Report: Audit Trail / Session Report / Track changes by users

I would like to see a Session Report and Audit Trail style reports available in LiveAccounts.  

 

The Session Report will allow us bookkeepers / accountants to print off the list of adjustments we did and forward to the client so they can learn the best coding practices.  

 

The Audit Trail report would show which user has done what when - so we can see if/when a transaction has been adjusted and why.  This allows the owners to keep track of what their employees have done as well as which transactions have been editied by their bookkeeper or accountant.

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  • lizbud's avatar
    lizbud
    Experienced Cover User
    8 years ago

    Yes please - would make it a lot easier to identify changes made by a client to a prior period!

  • Brian-Lester's avatar
    Brian-Lester
    Cover User
    11 years ago

    Re the session reports. Have already submitted this request. How hard can it be. It was available in the previous version, but not in the live. Can we get a priority please!

  • maison's avatar
    maison
    Cover User
    11 years ago

    Hi There,
    Have been testing out the live accounts a few days and have been just finished speaking with the live help. 
    While testing out the live accounts we found a potentially big problem. 

    The user can can actually change the details of the invoice after the invoice has been issued out and paid in full.
    For instance say we invoiced a client $7000.00 for building materials, the client pays the total amount in full, we accept that into the system the balance is now $0. A user can actually change the item/ service sold, description, the price sold from $7000 to $200. This will then state in the system we now owe $6800 to the client.


    A user can potentially modify everything single invoice, and you will have no way to trace and find out what was originally sold to a customer.  
      

     

    • maison's avatar
      maison
      Cover User
      11 years ago

      Hi Barry,
      Thanks for getting back, We have  voted and replied. Our business is primarily in the building and trades. Prices vary depending on each job. Thus apart from the security issue mentioned and the lack of user access restrictions , the quotation system and everything else works the way we like it.

       

      We have tried accountright live, we dislike the quotation system how the quote no. matches the invoice no. It becomes a problem when obsolete quotes are invoiced.

       

      Thus when you wish to collate purely invoices where customers agreed to purchase you get this skipping effect. eg 10001, 10002, 10003, 10005,10006,10008  (invoice numbers are skipped due to obsolete quotes) 

    • Barry_C's avatar
      Barry_C
      MYOB Staff
      11 years ago
      Status changed:
      New
      to
      New
      Hi Maison, Thanks for the idea of having more control over user access. I do agree the LiveAccounts user access is limited currently and we will certainly be adding more to this in later versions. We would love for you to add a comment and explain exactly the user restrictions you would like to see here. http://community.myob.com/t5/LiveAccounts-Idea-Exchange/User-Accounts/idi-p/49849 We have also had users raise a suggestion to have an audit trail report which would allow you to see exactly what has changed at a specific time by a specific login. You can vote on the idea here. http://community.myob.com/t5/LiveAccounts-Idea-Exchange/Session-Report-in-LiveAccounts/idi-p/234125 As a recommendation, have you had a look at our RetailManager software? This does currently only allow you to record invoices and transactions are unable to be changed. It has been designed for staff to create sales in a POS environment. http://myob.com.au/products/small-business/point-of-sale-1258090695053
  • Barry_C's avatar
    Barry_C
    MYOB Staff
    11 years ago
    Status changed:
    New
    to
    Open
    Thanks for the idea interAccounts. I definitely agree having a session report and audit trail in LiveAccounts could be a helpful feature, especially when trying to track down exactly what has happened. If others would also like to see these reports added, please show your support with further votes, and comment on anything specific you may need on the reports.