Histories

From History of Changes in Analysis, Dashboards, you can review bank reconciliation and check history details, as well as changes made to your account, project, and vendor records. Review this metric daily or monthly to confirm healthy data changes.

Note: When you apply a filter, all metrics in the dashboard are updated. For more information, see History of Changes Analysis Filters.

The Bank reconciliation history displays reconciliation details — such as Last reconciled by and Reconciliation date — for each bank account, based on the filters. You can also view the number of days since the account was last reconciled as well as the balance.

The Check history displays the old and new value for any field changed — such as Check number or Status — for a check, based on the filters. You can also view the date changed as well as the user who made the change.

Note: In the unlikely event that our Data Warehouse is fully refreshed, purged check details that appeared prior to a refresh will no longer be available under Check history. Details will appear, however, for purged check activity that occurs after a refresh.

The Account history displays status changes for an account, based on the filters. You can view the old and new values, account number and description, date changed, and the user who made the change.

The Project history displays status changes for a project, based on the filters. You can view the project ID, description, fields that changed, old and new values, as well as who made the change and when.

The Vendor history displays the old and new value for any field changed — such as Vendor name or Status — on a vendor record, based on the filters. You can also view the date changed as well as the user who made the change.