Bank Accounts > Events tab

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When event tracking is enabled by the firm, it monitors and tracks changes made to bank accounts. Use the Events tab of the Bank Accounts screen to view those changes for the selected bank account.

Choose Setup > Bank Accounts and click the Events tab.

See also: Event tracking

Fields & buttons

Event Tracking grid. You can use the grid to view all events that have been logged for the bank account while the event tracking is enabled. The information in the grid is read only and cannot be modified. The grid consists of the following columns.

  • Date / Time. Displays the date and time that the event occurred.
  • Action. Displays the action of the event that is recorded.
  • Staff ID. Displays the Staff ID of the user who caused the event to occur.
  • Details. Click the + sign to expand a row and display details about the event. The details will vary depending on the action taken.

Refresh button. Click this button to refresh the information displayed in the Event Tracking grid.

Preview Report button. Click this button to view the Event Log report in the Print Preview screen.

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