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Table of Contents : |
How do I view Audit Trail for Financial Approval in the Engine for Asset Management?
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover on Asset / LeaseManagement tab. | |
| 3. | Select the MR Claim Management | |
| 4. | Select the Engine tab. | |
| 5. | Select the client in the dropdown | |
| 6. | Select the data in the grid which you want to claim | |
| 7. | Click on View icon at the end of the grid table. It will open in a new window. | |
| 8. | Select the data in the grid which you want to claim | |
| 9. | Click on View icon at the end of the grid table. It will open in a new window. | |
| 10. | Select the Financial Approval tab. | |
| 11. | Click on the Audit Trial button. | |
| 12. | Select filter types to filter the Audit Trail Report. | |
| 13. | Click on the Filter button to show filtered data into the grid. | |
How do I view Audit Trail data export for Financial Approval in the Engine for Asset Management?
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover on Asset / LeaseManagement tab. | |
| 3. | Select the MR Claim Management | |
| 4. | Select the Engine tab. | |
| 5. | Select the client in the dropdown | |
| 6. | Select the data in the grid which you want to claim | |
| 7. | Click on View icon at the end of the grid table. It will open in a new window. | |
| 8. | Select the data in the grid which you want to claim | |
| 9. | Click on View icon at the end of the grid table. It will open in a new window. | |
| 10. | Select the Financial Approval tab. | |
| 11. | Click on the Audit Trial button. | |
| 12. | Select filter types to filter the Audit Trail Report. | |
| 13. | Click on the Filter button to show filtered data into the grid. | |
| 14. | Click on the Export button at the top. | |
| 15. | It will show you Popup asking whether you want to open or save the file. |
Lauren Partridge
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