Dax365FO

Business requirement

The financial department would like to have a form where there is a trace for each voucher and how was done the registration. Usually, it is for performance analysis (see how many entries the worker can insert) and investigation like a financial audit.

If you would like to have more information about data tracking, you can see this article: https://daxmsdynamics365.wordpress.com/2023/10/22/data-tracking/

MD365FO solution

Go to: General ledger> Inquiries and reports> Audit trail.

Here you can see the audit trail form:

You can note that the form opens the transaction as default for the last 7 days. You can easily modify it by changing the filter in the field “created date and time”: