The membership credit audit trail on the client profile displays every action, including the initial membership payment, recurring membership charges, credit usage, manual credit adjustments, membership cancellation, as well as the name of the staff member who made the changes. In this article, we will discuss how to access the audit trail and the data displayed.
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
- Credit buckets can be merged when credits are allocated to identical items through membership upgrades, or updates initiated via scheduled updates. The membership credit audit trail will document this consolidation under the "Applicable For" column as "#[number] Service and Product Credit Merged". 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 |
| Balance |
The remaining credit balance after any credit that has been added, deducted, or manually adjusted. For memberships with multiple item credit buckets, the balance reflected will be the total remaining balance for all buckets |
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 |
| Balance |
The remaining credit balance after any credit that has been added, deducted, or manually adjusted For memberships with multiple value credit buckets, the balance reflected will be the total remaining balance for all buckets |
If you have any questions, please contact us at support@mytime.com.