BeyondERP.Subscribe

Inquiry page · General ledger

Audit trail

An inquiry page that shows the types of transactions, their descriptions, who created them, and when.

Used by
Accountant, Accounting manager, Accounting supervisor and 4 more roles
Business process
—
Menu item
TransactionLog
Main table
TransactionLog
Data entity
AuditTrailEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isAn inquiry page that shows the types of transactions, their descriptions, who created them, and when.
What you do hereUsed to review the audit trail of posted transactions and open the related voucher transactions.
ExampleFor example, a posted ledger transaction can't be changed, so it is corrected with a transfer, and that transfer then shows on the Audit trail page.
Audit trail page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathGeneral ledger › Inquiries and reports › Audit trail
Set up firstGeneral journals Microsoft Learn ↗
Used next by—
Related pagesVoucher transactions Microsoft Learn ↗Trial balance Microsoft Learn ↗Ledger transaction list Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
VoucherOpens the vouchers that belong to the selected audit trail entry.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemTransactionLog Checked in Dynamics 365
FormTransactionLog Checked in Dynamics 365
TableTransactionLogShown as “Audit trail” in Record infoKey field: createdTransactionIdChecked in Dynamics 365
Data entitiesAuditTrailEntityAudit trail Microsoft data model ↗
Who can open itPrivilegesView audit trail information TransactionLogViewDutiesReview general ledger process performance LedgerGeneralLedgerProcessReview
7 security rolesAuditor AuditPolicyManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=TransactionLog
Integrate withAuditTrailEntity data entity Microsoft data model ↗
Table definitionTransactionLog columns and relations Microsoft data model ↗

Everyone

8Sources and checks