Adjust the Financial entries view with the change status and log data

To immediately see whether you can change an entry/journal entry or not, you adjust the Financial changes view. In this respect you can also display the user who created or changed a financial entry.

Note:

You can also add the Change status field to the entry layout. In that case the field is displayed when making an entry.

To change the Financial entries view:

1. Go to: Financial / Ledger / Financial changes.
2. Add a view:
   1. Display the Views toolbar using Ctrl+Shift+K if it is not visible.
   2. Go to: Views /New view....

      

3. Select based on an existing view.
4. Select the definition Financial changes.
5. Click on: Next.
6. Enter Financiële mutaties met wijzigstatus en loggegevens in Description.
7. Click on: Next.

   

8. Add the Change status field to the view.
9. Add the log data Date created, Added by, Changed by, and Date changed.
10. Click on: Finish.

    The columns are now added. The Change status column shows whether an entry/journal entry can be changed or not or from which Profit component the journal entry originates.

    The columns with log data show which user has added or changed a financial entry and when. You can use this data to perform audit-related tasks, for example checking the VAT declaration.