Audit Trail | CLEARIFY

Audit Trail Analytic

Overview

• 10 Measures including 8 not available in QuickBooks
• 27 List, Attribute, Geography and Calendar Dimensions with over 1250 available fields
• Posting and Non-Posting Transactions
• Slice and Dice in dozens of ways not available in QuickBooks
• Transaction amount changes - individual and total
• Total number of transaction changes
• User statistics
• 3 Out-of-the box metrics using Power BI

Purpose and Usage

Attributes and Fields

AVAILABLE FIELDS	LINKS TO MORE INFORMATION
	Dates and Calendar Dimensions: Audit Trail Date Audit Trail Time 52/53 Tax Year Dates Billed Date Due Date Expected Date Fiscal Year Dates Transaction Date Job End Date Job Projected End Date Job Start Date More Info on Handling Dates
	Document Based Dimensions:  Document Attributes Document Line Attributes Geography
	List Based Dimensions:  Account Account (Summary) Bin Location Class Company Customer Customer Rep Employee Geography Item Item Sales Tax Code Job Job Rep Other Name Payment Method Payroll Item Sales Rep Sales Tax Item Ship Method Source Name Terms Vendor
	Linked Information:  NONE

Notes

The Audit Trail Analytic makes it easy to slice and dice the historical transaction changes - something that isn't possible by even exporting the QB Audit Trail Report to Excel.

Available Application Shells

• Microsoft Excel
• Microsoft PowerPivot 2013-2016
• Microsoft PowerBI
• Microsoft Access
• SAP Crystal Reports
• Tableau