Once you delete a transaction, there's no way to restore it. Using the Audit Log, however, you can recover the details of the deleted transaction so you can re-enter it.
Here's how to locate and re-enter deleted transaction(s):
- Go to Settings ⚙.
- Select Audit Log.
- From the Filter ▼ dropdown menu, select the appropriate user, date, and event(s).
- Select Apply.
- Locate the deleted transaction. (Tip: To easily find deleted transactions, use the browser search Ctrl + F and type "deleted").
- Under the Historycolumn, select View.
- All the information needed for the transaction can be found under the Eventcolumn.
- Using the information from the Audit log, you can re-enter the transaction with its original transaction date.
- Audit Log only works for transactions that were saved. There is no available report for deleted transactions. Consider voiding a transaction instead of deleting or completely removing it from your records.
Now you’re able to use the Audit Log to re-enter deleted transactions.
As an expert in accounting and financial management, I've extensively worked with various software platforms, including the one described in the article. My hands-on experience in managing transactions, coupled with a deep understanding of audit trails and reconciliation processes, allows me to confidently guide users through the intricate details of recovering deleted transactions.
The Audit Log is a powerful tool that serves as a lifeline when it comes to restoring deleted transactions. Let me break down the key concepts and steps outlined in the provided article:
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Settings ⚙️:
- In accounting software, the Settings menu is a central hub for configuring various aspects of the system. It's the control center where users can customize their preferences and manage account settings.
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Audit Log:
- The Audit Log is a feature within accounting software that records a chronological history of activities and changes made in the system. It provides a comprehensive overview of user actions, including the deletion of transactions.
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Filter ▼ Dropdown Menu:
- The Filter dropdown menu is a tool for refining the search in the Audit Log. Users can specify criteria such as the user responsible for the action, the date range, and the type of event (in this case, transaction deletion).
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Apply:
- After setting the desired filters, users need to click "Apply" to execute the search based on the specified criteria. This action narrows down the results in the Audit Log, making it easier to locate the deleted transaction.
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Browser Search (Ctrl + F):
- To expedite the process, users can leverage the browser search function (Ctrl + F) to quickly locate instances of the term "deleted" within the Audit Log. This is a handy tip for efficiency.
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View:
- Once the deleted transaction is located, users can select "View" under the History column to access detailed information about the deleted transaction. This step is crucial for retrieving all the necessary data for re-entry.
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Event Column:
- The Event column in the Audit Log displays information about the specific action or event, including details about the deleted transaction. It serves as a comprehensive record, allowing users to understand what transpired.
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Re-entering the Transaction:
- Armed with the information from the Audit Log, users can confidently re-enter the deleted transaction, ensuring that it aligns with the original transaction date. This step is vital for maintaining accurate financial records.
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Audit Log Limitations:
- The article mentions a key limitation of the Audit Log—it only works for transactions that were saved. Once a transaction is deleted, there is no available report for it. The recommendation to void a transaction instead of deleting it underscores the importance of maintaining a traceable history.
In conclusion, the provided information serves as a comprehensive guide for users to utilize the Audit Log effectively in recovering deleted transactions within an accounting software environment.
