Event History - Business

Navigate:Info Center > Business Detail > Business Account Search > Business Detail Information > [Common Action - View Event History] > Event History - Business

Description

View the event history of a business account, including license certificate and trust tax events, such as when:

  • A bill was created and printed

  • An action is performed, such as a modification to a business owner, trade name, situs address, trust tax management account change, or other information changed.

The information displayed is for the business that you selected previously.

The identifying codes and informative fields are displayed in the top section, with several links to more detailed information. If your user role does not have permission to use a link in the heading section at the top, the link underline will not be displayed.

NOTE: See Business Detail Information for details about the business information area at the top of the screen and the navigation elements common to the Business Detail screens, including:

  • Links

  • Buttons

  • Common Actions

Steps to Filter Events

There are a number of filtering options that let you focus on the items you need.

  1. Select any filter events to reduce the list of events to only the events you are interested in.

    • Tax Year - Select a single tax year.

      NOTE:       The only tax years listed are those for which this business account has events.

    • Reference number - Filter by a reference number associated with the event, finding only events associated with that single number.

    • Date...to - Select a date from the date picker. Use a beginning date to see events from that date forward. Use an ending date to see everything up to and including that date. Or use a beginning and ending date for a specific date range.

    • Group - Select one of the available categories to shorten the event list; an example of a group is business license correspondence.

    • Event - Select a type of event, such as printing a bill. The events shown have been set up in Systype Maintenance.

    • Module - Select the module that generated the event. Some modules do not log events.

  2. Click Apply Filter on the right corner of the panel header. If you change the filter choices, you can again click this button to refresh the contents of the list.

  3. View the Event History. The events are identified by tax year and date/time, by reference number, such as bill number, group, module, event, user id of the person who triggered the event, and other information. Events are sorted by tax year then by date/time, with the most recent listed first.

  • Navigate to your next Info Center screen using Common Actions links, or select a button action.

Tips

If you change the filter choices, you can again click the Apply Filter button to refresh the contents of the list.

The type of information displayed in the Info column varies with the type of event listed. For example, a tax statement event can show an estimated date for mailing that a user entered when creating the statements.