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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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.
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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.
This Chapter describes using the Audit Feature, which saves the date a record was created or modified in regu
Created Date shows the date a record was created if it was entered in its normal tool.
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.