This feature is only available from Sage 200 Professional Winter 2018 version onwards.
View the audit log
Use the audit log to check for any changes that have been made in key areas of Sage 200, such as:
- Supplier bank details.
- Changes to submitted purchase requisitions by their authoriser.
Open: Accounting System Manager > Audit Log > View Audit Log.
- To display all details in the audit log, click Display.
To filter the details in the list, select the filter and click Display to update the list.
To choose what sort of information you're interested in, select the Event type.
You can see events for supplier bank details and purchase requisitions.
- To see events recorded for a particular user, select the User.
- To see the type of change, select Action and choose Create, Amend, or Delete.
- To see events in a date range, use From and To.
To search for text or a value that has been changed, enter the text to search for in Values contain, then click Display to update the list.
The results will show any fields which include that text in the Old Value or New Value.
- To sort the list, click on a column heading.
You can print or save a report of the audit log.
This might be useful if you are going to purge the audit log, but you want to keep a copy of the log details before you clear them.
Open: Accounting System Manager > Audit Log > Audit Log Report.
Select the criteria to display in the report.
You can filter the report by event type, date range, action, value, or the user that has made the change.
- The report lists all matching events found in the audit log, grouped by the event type.
Purge the audit log
You can purge the audit log to clear details from the log.
This will permanently remove details from the audit log, and you will not be able to retrieve details that are removed. If you want to keep a record of the details before you delete them, run the Audit Log Report first before you purge.
Open: Accounting System Manager > Audit Log > Purge Audit Log.
Select the date that you want to remove audit log details up to.
If the audit log has been purged before, you can see the last date selected.
- To remove the details from the log, click OK.
- To check who last purged the audit log, Last run by shows their user name and date.
- You can choose who has access to purge the audit log by setting the Purge Audit Log feature in User Access (Accounting System Manager > Administration > Purge Audit Log). All users with Administrator access will be able to purge the audit log.
Set user access to the audit log
To set user access for audit log features:
Open: System Administration > Roles.
- Right-click the Role Name and choose Features.
- Select the features you want to authorise for the role.
|To access||Enable feature|
|View Audit Log||Accounting System Manager > Administration > View Audit Log|
|Purge Audit Log||Accounting System Manager > Administration > Purge Audit Log|
|Audit Log Report||Accounting System Manager > Reporting > Reports > Audit Log Report|
Set up email notifications
To use this feature, you'll need to use Microsoft Power Automate with a Microsoft 365 subscription.
You can send email notifications for changes to supplier bank details by using the supplier bank details flow.
The supplier bank details flow automatically sends emails to people to notify them of any changes to the bank details for supplier accounts. The emails are sent to everyone that has user access to the Audit Log, so that they can check the changes in the log.
You can use the audit log to check any changes that have been made to the Bank details of a supplier account.
- The Parent Ref and Name show the supplier account code and name.
For any changes to bank details, the event Action will show Amend, and the Old value and New value are recorded. This includes:
- Sort code, Account number, Account name, Bank payment reference.
- IBAN, BICS / Swift Number, Roll Number, BACS Reference, Additional Reference, NON UK Sort Code, and country specific clearing code (if appropriate).
- If any details are deleted, the event Action will show Amend, and details are recorded in the Old Value.
You can use the audit log to check any changes that an authoriser makes to a purchase requisition that has been submitted to them.
- The Parent Ref shows the requisition number.
For any changes to a requisition line, the event Action will show Amend, and the Old value and New value are recorded.
- This includes the combined budget, item, quantity, delivery date, supplier, nominal account, net price, and warehouse.
- If a requisition line is deleted, the event Action will show Delete, and details are recorded in the Old Value.