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Review Audit Form

This Help File Page was last Modified on 02/28/2017

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❑The Review Audit Form provides a dialog where records, created in those Forms which (among others) were assigned the Access Right of A (Audit) in the Employee Groups and User Access Rights Forms, are available for viewing.

•Using the Main Filter options are used to select a specific set of Audit records for further review.

✓Because these records are displayed in a Grid, there are many more ways these records may be sorted, filtered, printed and/or exported.

✓Ultimately this Review Audit Form offers an easy way to examine who, when and what Data Entry and Financial Transactions were affected within MKMS.

 

•To Review Audit Entries:

a)From the Backstage Menu System Select File, then on the General sub-menu Choose Review Audit to access this Review Audit Form, or

b)From the Quick Access Menu, Select File and Choose Review Audit to access this Review Audit Form.

 

❑Using the Review Audit Form:

 

HelpFilesReviewAuditForm

Review Audit Form

 

•Main Filter options (used to select a set of Audit records for further review):

✓Filter by - Select the record types that are to be reviewed:

▪Review All Audit (records)

▪Review Receivable Audit (records)

▪Review Payable Audit (records)

 

✓Dated - Select which type of Date will be used to apply the (From and To ) Date Range that will be identified below.

▪Date Occurred - Use the computer's date stamped in the record

▪Document Date - Use the date selected by the user for each record

 

✓Date Range - By default, the Date Range offered is the most recent Week ending Today.

▪From - Using the Drop-Down Calendar/Date Entry field provided, Choose a different Starting Date, if needed.

▪To - Using the Drop-Down Calendar/Date Entry field provided, Choose  a different Ending Date, if needed.

a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

 

✓Action options

▪Retrieve Data - Click this option to list the records - based on the selected Filter options - in the Grid below the Main Filter box.

▪Print - Click this option to display the Print Preview of  the listed records (as formatted using any additional sort, selection and filtering options) displayed in this Grid.

▪Export - Click this option to Export the listed records (as formatted using any additional sort, selection and filtering options) displayed in this Grid.

 

❖See the Grids & Lists - Print Preview - Export Data chapter for complete information on using those additional Sort, Filter, Print and Export options.