Audit Trail Saved Search for Chart of Accounts Changes

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Account
  3. Under the Criteria tab, add the following filter: – System Notes fields… Type = Change
  4. Under the Results tab, add the following fields:
  5. System Notes fields… 
  6. Click the Add Multiple button
  7. Select the following: Field, Old Value, New Value, Set by, Context, and Date
  8. Click Add button
  9.  Click Preview or Save and Run

Leave a comment

Your email address will not be published. Required fields are marked *