History

The History screen displays all modifications made to your business records in Manager. This feature helps you track changes, monitor user activities, and maintain an audit trail of all actions within your business.

To open the History screen:

1. Open your business in Manager.
2. Click the History button located in the top-right corner of the window.

Filtering History Entries

You can filter history entries to find specific modifications:

• User: Select a user to view actions performed by that user.
• Type: Choose a type to filter entries by the kind of record modified (e.g., invoices, receipts).
• Action: Select an action to filter by the type of modification (e.g., create, update, delete).

Use the dropdown menus in the top-right corner of the History screen to apply these filters.

Backing Up History Data

When creating a backup of your business, the History data is included by default. This ensures that all your modification records are preserved. If you prefer to exclude the history data:

1. Go to the backup options.
2. Uncheck the option to include History data before creating the backup.

Excluding history data can reduce the size of your backup file. For more information on creating backups, see the Backup Guide.