The audit report currently will display details of changes to Agent details, End of Year (EOY) records, and Agent Announcements. When changes have been made, this report will display old value, new value, and when/who made the change.
The Audit Report currently has the following filters:
- Category (Agent Details, EOY 1099 Process, Agent Announcements)
- Agent ID (Agent ID or name can be entered and then the Agent selected)
- Audit Type
- Agents: Agent Details, Appointments, E&O Insurance, Licenses, Custom Settings, View Tax ID
- Date Range (defaults to 3-month range)
Agent Details Category
Audit report with Agent details selected and displaying drop-down choices for Audit Types:
EOY 1099 Process Category
This Audit category displays changes to Compensation and status for the End of Year (EOY) 1099 Form records.
When changes to compensation are made to an Agent’s 1099 record, a note must be added. If there are Agents that share the same tax ID, when the total compensation is merged into one, notes will also be added from increasing or decreasing their compensation amount from the selection of Primary.
Audit report with EOY 1099 Process selected and showing drop-down of Audit Types:
Agent Announcements Category
This category is available to see who and what changed in Agent Announcements sent to Agents.
Audit report with Agent Announcements selected and displaying drop-down of Audit Types:
