Use the Audit Log to view a list all changes made to sales orders during a specific date range. Go to Administration > Reports > Sales > Orders and Invoices > Audit Log.


  • Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
  • Interest - Marketing interests allow you to link a lead and their purchases to a specific interest. For example, when a customer that is ¬†interested in barbeques comes into your store, an employee can select the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
    • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).

Security Permissions Required

Can Access Reports Tree Branch
Can Access Reports - Sales