Checking All Historical Allocation Lines

This guidance explains how to check all historical account transaction lines. This functionality is essential for detailed auditing and reviewing individual transaction entries on a line by line basis. By mastering this process, you can ensure that all transaction details are accurate and complete

  1. Navigate to Accounts > History > Inquiry and select the Allocation Lines option.
  2. SapphireOne will display a new screen listing historical transactions on a line-by-line basis, with the most recent ones at the top.
  3. Review the detailed lines of each transaction to ensure accuracy and completeness.

For more detail, visit the Go to Accounts > History > Audit lines article.

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