Available in Sage 50 Premium Accounting and higher.

Using Sage 50's Audit Trail

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Learn about what audit trail tracks

Print the Audit Trail report

Set up user records and passwords

Set up users, passwords, and user roles

Perform other action item and event tasks

Read the Sage 50 security overview

Sage 50 has several methods to track information. For example, a combination of the general ledger, journals, reports, and financial statements can be used to trace transactions and balances for audit purposes. However, if you want to track when an action is performed in your company data, Sage 50's audit trail provides this information in a very usable form. The audit trail feature logs when a person enters data, maintains (edits) existing data, and removes data. Audit trail provides accountability of users, deters users from fraudulent activity or mistakes, and tracks transaction history. The Audit Trail report can trace fraudulent activity and other accounting adjustments you may not know were completed.

Getting the most out of audit trail

To get the most use out of the audit trail feature, we highly recommend that you set up user records in the Sage 50 User Security window. Sage 50 can associate the user currently logged into the Sage 50 company with the data that is being entered or maintained, thus providing a more complete audit trail. For example, USER1 adds a customer record. USER2 then logs on and modifies the customer record. The Audit Trail report will show that USER2 was the last person who maintained the customer record, and it will display what was changed. This establishes user accountability.