peachtree-software peachtree complete accounting 7.0 Guía De Instalación Rápida
Lesson IX—Company Administration
Audit Trail
181
Logging on to a Peachtree Accounting Company
1
From the File menu, select Open Company. Select OK to close the current
company. The Open Company window appears.
company. The Open Company window appears.
2
Select Bellwether Garden Supply, and then select OK. A Security Check
window appears.
window appears.
3
Enter admin as the User ID and peach as the Password. Click OK to verify
your access information and open the company.
your access information and open the company.
User IDs and passwords are case sensitive. If you have trouble logging
on, check your Caps Lock key.
on, check your Caps Lock key.
Demonstrating Limited User Access
Previously we set up no access to payroll areas of Peachtree Accounting and
limited access to inventory.
limited access to inventory.
1
From the Maintain menu, select Employees/Sales Reps.
Notice that the menu option is not available. The same would hold true
for Payroll Entry and other payroll tasks and reports.
for Payroll Entry and other payroll tasks and reports.
2
From the Maintain menu, select Inventory Items. Peachtree displays the
Maintain Inventory Items window.
Maintain Inventory Items window.
3
Enter or select any existing item record to display its information.
4
Select the Save button .
A warning message indicates that you do not have rights to edit records
in this area. Also, notice that you do not have access to the Beginning
Balances button.
in this area. Also, notice that you do not have access to the Beginning
Balances button.
5
Select OK on the warning message. Then, press
q to close the window.
Audit Trail
There are several methods in Peachtree Accounting that you can use to track
information. For example, a combination of the General Ledger, journals,
reports, and financial statements can be used to trace transactions and
balances for audit purposes. However, if you want to track when an action is
performed in your company data, you can activate Peachtree Accounting’s
audit trail. This is a security option that logs when a person enters data,
maintains (edits) existing data, and removes data. Audit trail provides
accountability of users, deters users from fraudulent activity or mistakes, and
tracks transaction history. The Audit Trail report can trace fraudulent activity
and other accounting adjustments that might otherwise have been missed.
information. For example, a combination of the General Ledger, journals,
reports, and financial statements can be used to trace transactions and
balances for audit purposes. However, if you want to track when an action is
performed in your company data, you can activate Peachtree Accounting’s
audit trail. This is a security option that logs when a person enters data,
maintains (edits) existing data, and removes data. Audit trail provides
accountability of users, deters users from fraudulent activity or mistakes, and
tracks transaction history. The Audit Trail report can trace fraudulent activity
and other accounting adjustments that might otherwise have been missed.