Reviewing Transaction History

Note:

The information in this topic applies to System Notes and System Notes v2.

You may have questions about a transaction such as:

• When was it created, and by whom?

• Have there been any changes to it?

• Did someone void or delete it, and when?

NetSuite stores data on each entry that a user makes to create, change, or delete a transaction. This data includes all users involved in the history of this transaction, each user's action, the date and time of action, affected accounts, and the amount after the change.

This historical data may be referred to as system notes, an audit trail, or as history. NetSuite offers many methods for you to view the history of changes made to transactions. See the following topics for information:

System Notes

• Transaction System Information and Communication Subtabs

• Granting User Access to Transaction History

• Viewing Transaction System Notes

• General Ledger Tracking in Transaction System Notes

• Using the Transaction Audit Trail

• Tracking Financial Account Changes

• Line-Level Audit Trail for Transactions

• Transaction Line-Level History Window

• System Notes Overview

NetSuite also provides a more general system note search function that retrieves details about other types of records in addition to transactions. For information about this function, see Searching System Notes.

System Notes v2

• Viewing System Notes v2

• Searching and Filtering System Notes v2

• System Notes v2 Overview

Related Topics

• Managing Transactions
• Recording a Reason for Deleting a Transaction

General Notices