Account Type Auditing
Overview
Account Type auditing has been substantially expanded. Previously, only a small portion of the Account Type record was tracked in the audit log — it was easy for a configuration change to slip through without a clear trail. In this release, every meaningful property group on the Account Type form is now captured, and for the two collection-style sections (Promotions and Standard Transactions) individual added, modified, and removed items are tracked with full detail.
Auditing is implemented in the business layer (finAccountType), so improvements apply equally to both finPOWER Connect Desktop and finPOWER Connect Cloud. Whether an administrator edits an Account Type from the Desktop form or via the Account Type Edit widget in Cloud, the same expanded audit entries are written.
Because Account Types control how interest is calculated, how transactions post, what documents and rate tables apply, and how accounts close, having a complete change history is essential for compliance reviews, troubleshooting, and tracing back unintended behaviour to a specific configuration change.
Prerequisites
Setup & Configuration
No setup is required to take advantage of the expanded auditing. Audit entries are written through the existing Admin Audit framework, using the existing flags. The improvements happen automatically inside the business layer.
If your environment had Account Type auditing disabled previously, you can enable it via the standard Audit administration options. The flags are configured per audit category and apply to all Account Types in the database.
In Desktop, go to Administration, Settings, Global Settings and review the Audit section, specifically the Admin Audit Options for Account Types.
The ten audit categories listed below cover the full Account Type form. Tick the categories you want recorded. Most installations will leave all categories enabled.
From this point on, edits to Account Types in the categories you selected will appear in the audit log with full before/after detail.
The ten audit categories
| Category | What it covers |
|---|---|
| Accounting | Accounting page properties — GL account links, accounting Element overrides, posting behaviour. |
| Close Options | Close Options page — how the account closes, refund/payout behaviour, related options. |
| Credit Limit | Credit Limit configuration including limit type, default limits, and revolving credit options. |
| Documents | Standard Documents linked to the Account Type, including any default document parameters. |
| New Account | Defaults applied when a new account is created against this Account Type — Wizard parameters, default values, default Workflows. |
| Other | Miscellaneous settings (Description, Active flag, references, and any other Account Type-level fields not in another category). |
| Promotions | Promotions linked to the Account Type. Each Promotion add/modify/remove is tracked individually, including Element links, Property Overrides, and User Defined data. |
| Rate Tables | Rate Tables linked to the Account Type and any rate table overrides. |
| Term | Term configuration — minimum and maximum term, payment frequency, balloon and residual options. The new Residual Value Balloon Payment option is captured here. |
| Transactions | Standard Transactions on the Account Type. Each Standard Transaction add/modify/remove is tracked individually, including Standard Transaction Exceptions, Element links, and Property Overrides. |
How to Use
To verify the expanded auditing is working, edit an Account Type and inspect the audit log:
Open an Account Type in either Desktop or Cloud, change a single property (for example, change the Description, or add a Promotion), and save.
From the Account Type, view the audit history (the standard audit viewer for the entity). You should see one entry per category that changed, with a clear before-and-after value.
Add a new Promotion or modify a Standard Transaction Exception. The audit log now records each individual item separately — you will see the Element link, Property Override, Standard Transaction Exception, and User Defined data changes captured at the row level rather than as a single “Promotions changed” entry.
Platform Differences
None — auditing is implemented in the business layer, so the same audit entries are written whether the change is made through Desktop's Account Types form or through the Account Type Edit widget in Cloud.
| Aspect | Desktop | Cloud |
|---|---|---|
| Where audit is written | Business layer (shared) | Business layer (shared) |
| Where audit is viewed | Account Types form audit viewer | Standard audit viewer surfaced from the Account Type widget |
| Granularity for Promotions / Standard Transactions | Per-row add/modify/remove | Per-row add/modify/remove |
Settings
The expanded audit reuses the existing Admin Audit Options. Each category corresponds to an existing Admin Audit Option flag:
| Setting | Location | Description |
|---|---|---|
| Account Type — Accounting | Global Settings, Audit, Admin Audit Options | Enables auditing of changes to the Accounting page. |
| Account Type — Close Options | Global Settings, Audit, Admin Audit Options | Enables auditing of Close Options page changes. |
| Account Type — Credit Limit | Global Settings, Audit, Admin Audit Options | Enables auditing of Credit Limit configuration. |
| Account Type — Documents | Global Settings, Audit, Admin Audit Options | Enables auditing of Standard Document links. |
| Account Type — New Account | Global Settings, Audit, Admin Audit Options | Enables auditing of New Account defaults. |
| Account Type — Other | Global Settings, Audit, Admin Audit Options | Enables auditing of miscellaneous Account Type properties. |
| Account Type — Promotions | Global Settings, Audit, Admin Audit Options | Enables row-level auditing of Promotions added, modified, or removed. |
| Account Type — Rate Tables | Global Settings, Audit, Admin Audit Options | Enables auditing of Rate Table links. |
| Account Type — Term | Global Settings, Audit, Admin Audit Options | Enables auditing of Term configuration including balloon and residual options. |
| Account Type — Transactions | Global Settings, Audit, Admin Audit Options | Enables row-level auditing of Standard Transactions and their Exceptions. |
Tips & Best Practices
Because the audit now captures every category, the volume of audit records produced by routine Account Type maintenance will increase. Spot-check your audit log after the first week to confirm the volume is acceptable for your archive policy.
The category split (ten distinct categories) means a compliance reviewer can filter the audit log to just “Term” or just “Promotions” changes — useful when investigating a specific behavioural change without sifting through unrelated property edits.
If your environment had Admin Audit Options for Account Types disabled prior to upgrade, the expanded auditing will not be retroactive. Only changes made after the audit options are enabled appear in the audit log.
Knowledge Base References
Browse the live KB listings for v6.00.03 on the Intersoft support site:
The Knowledge Base articles consolidated into this release notes page: