Firm > Events tab

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The event tracking feature in Accounting CS is active in the application by default, and enables you to automatically record and monitor selected events that affect a firm database.

To check that event tracking is enabled in the application, choose Setup > Firm Information > Firm and click the Preferences tab to verify that the Disable event tracking checkbox is cleared.

For details about the types of events that the application can track, see the Event tracking topic.

Choose Setup > Firm Information > Firm, click the Events tab, and specify a filter for the events that you want to view in the grid.


  • For performance reasons, the application does not display events in the grid until you select a filter.
  • Disabling event tracking prevents new events from being added to the list, but it does not delete the history of events that have already been logged.

Fields & buttons

Select one of the following filter options from the fields above the Event Tracking grid to filter items for display in the grid or the Event Log report.

  • Action
  • Client
  • Event date
  • Item
  • Staff

For information on filtering data, see Searching and filtering your data.

You can use the Event Tracking grid to view events that have been logged for the firm while the event tracking is enabled.

The Event Tracking grid consists of the following columns.

  • Date / Time. Displays the date and time that the event occurred.
  • Client ID. Displays the ID of the client to which the event pertains. Note that this field is blank for events that do not pertain to a specific client.
  • Client name. Displays the name of the client to which the event pertains. Note that this field is blank for events that do not pertain to a specific client.
  • Action. Displays the action of the event that is recorded.
  • Item. Displays the item that was affected by the action (i.e., employees, banks, payroll checks, and so forth).
  • Staff ID. Displays the Staff ID of the user who caused the event to occur.
  • Details. Click the Ellipsis button button to display further details about the selected event.
  • Refresh button. Click to refresh the information displayed in the Event Tracking grid.
  • Preview Report button. Click to view the Event Log report in the Print Preview screen.

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