Audit Feature

Big Business includes an Audit Feature to record creation and modification of records. This feature tracks who created or modified a record, showing Date and User Name.

This feature works for most single, user-entered records, so it works for Items and Quotes, but not Imports, or system changes such as an invoice changing Item stock.
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To enable the Audit feature, open Employee Prefs, click the Audit checkbox, and click OK to save changes. When Users sign in again they will see Created or Modified Dates.

New records will be assigned a Creation Date. Modified records will be assigned a Modifed Date. Both will store the User Name.

All Searches include Creation Date and Modified Date.


  Audit Reference

Big Business 8.7 updates Audit features that audit or log the creation and modification of records. Audit Refence adds Ref # to include entries such as Invoice Number or Sales Order Number when searching or showing created, modified, or deleted entries.

This Solution describes new features. (6304)

Audit Refence adds Ref # to include entries such as Invoice Number or Sales Order Number when searching or showing created, modified, or deleted entries.


  Audit Stamp

Audit Stamp automatically assigns a Created Date or Modified Date along with the name of the User, when an entry is created or edited in the tool for an individual entry.

Audit Stamp does not record changes mades in batches or as part of workflow.


  Chapter 608 Audit Feature

This Chapter describes using the Audit Feature, which saves the date a record was created or modified in regu


  Created Date

Created Date shows the date a record was created if it was entered in its normal tool.


  Modified Date

Modified Date shows you when a modified record was last changed and by whom.

This information is for reference and is by no means 100% accurate. For example, a Customer can be changed by invoicing (changes their Balance), or by Import (a batch change to Credit Limits), or by Update (the magic wand to reassign Terms, perhaps).

Modified Date shows the last time someone edited the record directly, such as by entering a new address on a Customer--what engineering likes to call a "sanity check". It is incredibly useful in Searches, like Customers or Items, to see what changed lately.

Last Modified is part of the Audit feature found in Employee Prefs and displays Created Date and Created By or Modified Date and Modified By, if the record has been modified.

Big Business 14.53 resizes the Last Modified entry slightly to fit new System Fonts.