Query
How can I track or view the history of a coded or matched transaction?
Solution:
Two options are available in Simple Fund 360 to review data entry.
1. Transaction List
2. Reports - General Ledger Audit view
1. Transaction List
| From the Main Toolbar, go to Accounting. |
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| Select the Transaction list |
From the Transaction List, locate the transaction and use drop down arrow to review who has Manual Match or Auto Matched a transaction.
2. Reports - General Ledger Audit View
|
From the Main Toolbar, go to Reports. |
 |
| Select Reports.
|
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From the Working Papers Reports section, prepare the General Ledger - Audit View Report