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Track changes and view history

FA Operations tracks the changes made by the users and stores the history of reconciliations and reconciliation items.

  • Audit logs show who and when made changes to a reconciliation or a reconciliation item. You can see the old and new value of the property that was changed.

  • Reconciliation history shows closed reconciliations and items.

Audit logs

To access audit logs for a reconciliation, open the reconciliation in the Reconciliation overview or History view and click Audit log at the upper right.

To access audit logs for a specific reconciliation item, open it in the Reconciliation overview or History view and go to the Audit log section.

Reconciliation history

To access all reconciliations that have been uploaded in FA Operations and view the reconciliation items, open the History view.

reconciliation_history.png

View reconciliations

The Reconciliations tab of the History view shows the list of all reconciliations in the system. You can:

  • Download the reconciliations list in the CSV or XLSX format (click Export).

  • View reconciliation details and the list of reconciled items (click details_magnifier.png in the reconciliation row). To download the reconciliation report, then click Download report in the upper-right corner. If the reconciliation is open, you can make changes or rerun the reconciliation.

  • View the details and the audit log of each reconciliation item (click Details - double-ended arrow in the item row). To download the reconciliation report, click the PDF icon PDF button. If the item is open, you can make changes or rerun the reconciliation for it.

View all reconciliation items

The Reconciliation items tab of the History view shows the list of all reconciliation items that have been uploaded in the system. You can:

  • Download the list of all items in the CSV or XLSX format (click Export).

  • View the details and the audit log of each reconciliation item (click Details - double-ended arrow in the item row). To download the reconciliation report, click the PDF icon PDF button. If the item is open, you can make changes or rerun the reconciliation for it.

Adjust the view

You can adjust the table layout and specify the search criteria and then save these modifications for later:

  1. Make your adjustments. You can:

    • Adjust columns.

      • Show or hide columns (columns.png).

      • Reorder by dragging and dropping.

      • Change the width by dragging the boundary.

      • Sort by clicking the column name.

    • Adjust table row density (density.png).

    • Filter the table based on column content (filters.png).

    • Search the table with the search fields at the top of the view.

  2. Click save.png and enter a name for the view.

  3. Click Save.

The adjustments are saved as a view, including the search fields at the top. You can now:

  • Set a saved view as the default. To do this, click the Saved views field or saved_views.png, and then click the star icon set-as-default.png next to the saved view.

  • Open a saved view, work with it and make changes to it, and then use restore.png to restore the view to its previously saved settings.

  • Clear the saved view and return to the initial system view (click Screenshot_2024-09-02_at_16_52_30.png in the Saved views field).

  • Rename or delete saved views (click saved_views.png to open the saved views sidepane).