History of Changes Analysis

It's important to periodically review information that is added or edited in your system. When records — such as accounts or vendors — are updated, you may want to track the changes and who made them. You may also want to review updates related to checks and bank reconciliation. To quickly assess the history of your organization's data, select History of Changes from Analysis, Dashboards for a dashboard of key metrics.

Tip: When you add a dashboard, you can enter a nickname to help you easily identify and work with it. For more information, see Manage Dashboards.

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

From History of Changes, you can review changes made to your accounts, projects, and vendors, as well as bank reconciliation and check history details. For more information, see Histories.