Sage 50 Canada Audit Trail – How to Track Changes & User Activity

The audit trail report contains a summary of all the entered transactions, including type, value, date, and category. It makes it simple to view the time and the references of the transactions. Thus, whenever there is a need to trace transactions and to see the in-depth breakdown of the transactions, the Audit trail is preferable. The AccountsPro Audit Trail guide contains information regarding the Sage 50 Canada Audit Trail report and its related concepts. More help and enabling the Audit trail option, or being unable to find the details of the Audit trail, connect with experts on Sage Support.

What is the Role of the Audit Trail Report in Sage 50 Canada?

The Audit trail report is one of the essential reports useful to discover and fix errors in Sage 50 CA. It lets you easily locate the detailed listing of the modifications in the company file. Also, users can easily track the data & time of the modifications of the transactions, and also individuals who have performed those modifications. The Sage 50 Audit trail provides customizable columns to allow you to find and outline the data errors in Sage 50. Many times, an Audit trail report is beneficial for fixing Sage 50 Data Corruption issues and problems.

Top 3 Benefits of Audit Trail Report in Sage 50 Canada

Sage 50 Canada Audit Trail Core Features & Benefits:

Here are three significant benefits offered by an Audit Trail:

1. The audit trail logs critical details for each activity: date, time, action type (Add, Change, Delete), user name, affected window or function, transaction ID/reference, and amount.
2. Actions captured include creation, editing, and deletion of records and transactions, reconciliation steps, payroll year-end closures, backups, and more.
3. Especially important in Sage 50 Canada, the audit trail supports accountability, helps trace errors, and provides transparency during audits.

Do you know a number of times when after Sage 50 Reconciliation some transactions issue detected audit trail will help to solve Sage 50 Reconciliation Discrepancy.

How to Run Audit Trail Report in Sage 50?

• Locate Reporting and then hit the More button
• Click the section named Detailed Reports
• Click Audit Trail; It is a breakdown report containing the details of the existing transactions. If the Audit Trail summary displays the detailed report. Now hit the Detailed button.
• Click the Summary button to see the summary report
• To find the transaction, fill in the transaction amount or reference in the search field named search
• If you need to view the audit trail for a specific date range, then click the drop-down named Period. Now select one of the following options:
  • This Month
  • This Year
  • This Quarter
  • This Financial year
  • Last Month
  • Last Quarter
  • Last Year
  • Last Financial year
  • Custom
• Click the More button and then select the needed transactions using the Type and status boxes
• Type: If required, then select the transaction type you need to see
• Status: If needed, you can see excluded deleted transactions, then click View deleted transaction only or View all transactions.
• Click the Calculate button
• To see the details of a particular transaction, click the desired line
• Now you can manage the transaction or edit the transaction
• Hit Back on the menu bar of the browser to return to the report
• Choose the Export button and then click on a type of file format, CSV/PDF
• The File downloads to the menu bar
• Once you have downloaded the file from the menu bar then select the required report

Find out what users can do when they face Can’t Export Excel in Sage 50 while generating Audit trail reports.

How to Clear the Sage 50 Canada Audit Trail Report?

 Sage 50 accounts clear audit trail:

Following is the list of steps to clear the Audit Trail in Sage 50:

• Search Tools, then click Period End
• Choose the Clear Audit Trail button
• Fill in the date you need to clear transactions up to
• Click the clear audit trail
• Click OK to complete the required backup window
• Choose OK
• If the transactions are deleted and you need to view them, then choose I would like to see the removed transaction details
• Now, click the Close button

Sage 50 Canada Audit Trail Import Template

Sage 50 allows you the ease of importing and exporting audit trail templates. Here are the steps to import the template of the Sage 50 Canada audit trail:

• The initial step is to verify the import information you need to import
• Now, prepare the import file template
• Locate the menu bar, then hit File template
• Choose the Import button
• If needed, hit the Backup tab, and choose the Next button
• It will display the Data type page, then choose the data type, then click Next
• Fill in all the required fields, then hit the Next button
• Verify the summary information is right, then hit the Import button
• Choose Close
• Now find the import errors

Can’t Fetch the Audit Trail in Sage 50 Accounting

Many times, the users fail to fetch the audit trail, or when they try opening the audit trail, the system freezes, or the active window freezes. It might be because of the corrupted audit trail. To fix this, here are the steps:

• You need to locate the report option
• Hit the Company option, then choose the Company tab
• Once you view the audit trail then give right-click on the options
• Select the date and check to fix the issue
• If the error persists, then you need to restore the backup file to fix the damaged audit trail.
• You can rename the Audit Trail .dat file to damagedAudittrail.dat
• Once you open the Sage Company file then Sage will permit you to recreate it.
• Locate Maintain Company information to rename the Audittail to damaged
• You will view a directory path
• Exit Sage 50
• Locate the computer and then click the data path with the company files
• Search the auditrail.dat and then rename it
• Run the data verification and integrity check to fix the file that is not displayed in the Audit trail report

What else to know?

When you press F1 on your keyboard, Sage 50 CA will launch the help screen, where you can search for “Audit Trail” and find the resource below.

To provide information about financial transactions during a specified period, you must print out records of your business operations for your accountant as part of your period-end and year-end procedures.

Report	Month End	Calendar Year End	Fiscal Year End
Income Statement (month-to-date)	x		x
Income Statement (year-to-date)	x		x
Balance Sheet	x		x
Transactions By Account (past month)	x		x
All Transactions (past month)	x		x
Chart of Accounts	x		x
Cheque Log (for purchases and payroll)	x
Direct Deposit Log	x
Vendors and Purchases
Purchase Transaction Details	x		x
Payment Transaction Details	x		x
Vendor Aged (summary and detail)	x		x
Customers and Sales
Sales Transaction Details	x		x
Receipts Transaction Details	x		x
Customer Aged (summary and detail)	x		x
Payroll
Payroll Transaction Details (past month)	x	x
Employee Year-to-date summary		x
Employee Detail		x
T-4 slips and summary		x
Releve 1 slips and summary		x
Payroll Remittance Report	At the end of the remittance reporting period (for the amounts owed to government tax authorities).
Inventory and Services
Inventory (Quantity and Summary)	x		x
Item Assembly Transactions (past month)	x		x
Adjustment Transactions (past month)	x		x
Tax reports for the taxes you report	End of the tax reporting period
Account Reconciliation (summary and detail)	During and after reconciliation

Conclusion – Tracking Every Move with Sage 50 Canada Audit Trail

The feature Sage 50 Canada Audit Trail plays a vital role in ensuring transparency, accuracy, and accountability in your financial records. It automatically tracks all user actions, like edits, deletions, and transaction entries, providing a secure log of every change made. This not only helps during audits but also protects against unauthorized activity and internal errors. For full control and guidance on Sage 50 Canada audit trail usage, setup, or cleanup, reach out to the AccountsPro Sage 50 experts.

Frequently Asked Questions