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The event tracking feature in Accounting CS enables you to monitor selected events that affect your firm database. The details recorded with each event include information such as the date and time the event took place, the name and ID of the staff person who executed the action, the name and ID of the client for which the action was recorded, the action that was taken, and the item that was affected by the action. In some instances, specific details of the changes that have taken place (for example, old values versus new values) are listed.

Enabling event tracking

Event tracking is enabled by default. To verify that event tracking is enabled, choose Setup > Firm Information > Firm, click the Preferences tab, and verify that the Disable event tracking checkbox is not marked.

Viewing all monitored events

The monitored events are listed in the Events tab of the Setup > Firm Information > Firm screen.

You can reduce the number of events listed in the grid by selecting a filter from the drop-down list above the Event tracking grid. You can filter by action, client, event date, item, or staff.

When event tracking is enabled, the application records an event when any of the following actions are taken.

• Clients - adding, editing, and deleting client records in the Setup > Clients screen.
• Employees - adding, editing, and deleting employee records in the Setup > Employees screen.
• GL accounts - adding, editing, and deleting accounts in the Setup > Chart of Accounts screen.
• Payroll checks - adding, suspending, and canceling a batch of payroll checks in the Actions > Enter Batch Payroll Checks screen.
• Banks - adding, editing, and deleting bank information in the Setup > Firm Information > Banks screen.
• Billing invoices - creating and reverting billing invoices in the File > Print Billing Invoices screen or creating billing invoices as final.
• Internet/magnetic files - creating and deleting internet/magnetic files in the Actions > Process Internet/Magnetic Files screen, and recreating and editing the transmitter information and transmitter records in the Manage Files dialog.
• Electronic forms - transmitting and deleting electronic forms and editing transmission information in the Actions > Process Electronic Forms screen.
• Workpaper binders - adding, editing, deleting, rolling forward, and finalizing/unfinalizing engagement binders.
• Workpapers - adding, editing workpaper properties, deleting, adding/deleting signoffs, replacing, protecting/unprotecting, returning to binder, discarding checkout, disconnecting, and organizing (via source document processing) workpapers in the engagement binder.
• Client Access processing notifications - assigning events to a staff member and changing the status of an event in the Client Access Processing Notifications portlet in the View > Firm Dashboard screen.

Viewing events for specific clients, employees, or bank accounts

There are Events tabs on the following screens to enable you to view all tracked events for a specific client, employee, or bank account and to preview or print a report displaying the tracked events.

• Setup > Clients screen > Events tab
• Setup > Employees screen > Events tab
• Setup > Bank Accounts screen > Events tab

You can enable your clients to view the events tracked in the Events tab of the Setup > Employees screen.

Viewing events for specific transactions

There is an Events tab for each transaction and transaction type in the Actions > Enter Transaction screen that lists the date/time, event, Staff id and Name of the staff who applied the action for each transaction.

• Journal entries
• AP checks
• AP payments
• Checks
• Check summary memos
• Deposits
• Payments
• Payroll checks
• Proxy transactions (created automatically by the application)

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