Auditing Changes to Configuration Settings

Changes to general configuration settings that have a financial impact are logged in system notes. System notes cover such areas as company information, general preferences, accounting lists, and tax setup.

For a list of the specific pages covered, see System Notes for Changes to Configuration and Setup Pages.

The Company Information page (Setup > Company > Company Information) has a System Notes subtab. Most other configuration pages don't have this subtab.

To get system notes for these pages, create a system note saved search and set a filter for the Record Type field of the search. For example, for system notes for the Company Information page, choose the Company Information filter. For the General Preferences and Accounting Preferences pages, choose the Company Preferences filter. For an accounting list, set a filter that matches the name of that list.

The General Preferences and Accounting Preferences configuration pages include a link to an Audit Trail page. You'll find the link in the More list in the upper right of the page. See Auditing Account Preferences.

Related Topics

General Notices