Tracking Key Financial Record Audit Trails
See the following for tips for tracking changes to key financial records:
General Transaction Audit Trail
NetSuite tracks every transaction change, including when a user creates, changes, or deletes a transaction. This data includes details about users involved, their actions, roles, the date and time of changes, affected accounts, and the amount after the change. This historical data may be referred to as system notes, audit trail, or history. NetSuite offers several ways to view historical details about changes made to transaction records. For more information, see the following help topics:
Tracking Transaction Deletion
The deleted record search type lets you find details about records that have been deleted. To search for deleted transactions, choose the Transaction filter for the Record Type field of the search. For more information, see Searching for Deleted Records.
In some countries, you're legally required to provide a reason whenever you delete a transaction. The Use Deletion Reason feature helps you meet this requirement and record the reason for deleting a transaction. The field that tracks deletion reasons is also available to SuiteScript and web services. For details, see Recording a Reason for Deleting a Transaction.
Tracking Revenue Recognition Changes
System notes are available for advanced revenue management records, including revenue arrangements, revenue elements, revenue recognition rules, revenue recognition plans, and advanced revenue setup records. For details, see Change Information for Revenue Recognition Records.
Tracking Changes to Items
An audit trail link is available on the Items list page. This link takes you to a simple search page where you can search for items by old or new values, as well as by other field values.
Each item record has a System Information subtab that includes system notes, a list of active workflows, and workflow history.
Tracking Changes to Journal Entries
Each journal entry record has a System Information subtab with system notes, a list of active workflows, and workflow history.
Tracking Changes to Projects
An audit trail link is available on the Projects list page. This link takes you to a simple search page where you can search for items by old or new values, as well as by other field values.
Each project record has a System Information subtab that includes system notes, a list of active workflows, and workflow history.