How do I run a customer audit using my Broadlume Business Management Software (BMS)?
***Please note: This report will only show data post-release. Historical information is not included.
The Customer Audit can be accessed by following the steps below (please note your menus may differ depending on your permissions):
- Select Accounts Receivable.
- Choose Customer Maintenance.
- You can select the customer you'd like to audit by typing in their ID or scrolling the list (you can simply double-click once they are highlighted).
- Choose the Customer Audit Report option in the top navigation bar.
- Select your dates, and click the Excel button.
The audit will produce a spreadsheet listing all changes made to the chosen customer within the selected time period. This includes the date, time, user, computer name, edited field, and the values in the field before and after the change.
Have questions? Click the Help button > Contact Customer Support button or fill out this Contact Support Web Form!