We show membership credit audit trails on the client profile in the membership section. Every action, including the initial membership payment, recurring membership charges, credit usage, manual credit adjustments, and membership cancellation, as well as the name of the staff member who made the changes, is tracked in the audit trail.
Things to know:
- The audit trail will only show changes that occurred after March 14, 2022 (the date this feature was launched).
- For any changes to a client's membership made before March 14, 2022, the message "Currently there is no audit trail data" will be displayed in the audit trail.
- For accounts on the global database, hyperlinks to tickets from other companies will not be available
- The credit buckets can be combined when credits are applied to the same items through membership upgrades, downgrades, or updates made using scheduled updates. The membership credit audit trail will note this merger as "#[number] Service and Product Credit Merged" in the Applicable For column. This feature is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com.
To access the membership credits audit trail:
- Navigate to the Clients tab
- Search for the desired client
- Open the client's profile
- Scroll down to the Memberships section
- Expand the membership
- Select the Audit Trail link below the respective credit balance that you want to view
- Each action taken will be displayed in a modal
Membership Item Credits
The data provided in each column is explained in the table below.
| Column | Description |
| Date | The date the action was taken. This includes the date of the membership payment, monthly recurring membership charges, the date the item credit was used, etc. |
| Applicable For | The items that can be covered by the credit |
| Adjustment Type | Displays the action taken against the client's membership item credit - manual adjustment, membership payment, credit usage, etc. |
| Modified By | The name of the staff member who adjusted the credit value. |
| Ticket # | The ticket # associated with the membership payment, credit usage, or recurring monthly membership charges. Clicking on the link opens the ticket in POS. |
| Credit | The total number of item credits added |
| Debit |
The total number of item credits deducted |
Membership Value Credits
The data provided in each column is explained in the table below.
| Column | Description |
| Date | This includes the date of the membership payment, monthly recurring charges, the date the value credit was used, etc. |
| Applicable For | The items that can be covered by the credit |
| Adjustment Type | Displays the action taken against the client's membership item credit - manual adjustment, membership payment, credit usage, etc. |
| Modified By | The name of the staff member who adjusted the credit value. |
| Ticket # | The ticket # associated with the membership payment, credit usage, or recurring monthly membership charges. Clicking on the link opens the ticket in POS. |
| Credit | The total value credit that was added |
| Debit |
The total value credit that was deducted |
If you have any questions, please contact us at support@mytime.com.