Please inclue audit trail report for transactions each user has entered, modified and deleted. Also if they've modified Chart of Account template or client COA.
Pathstone would like us to create a user report that shows every role a user has (and if they are a global admin) and every client(permission) group that has been assigned to them.
Please inclue audit trail report for transactions each user has entered, modified and deleted. Also if they've modified Chart of Account template or client COA.