Returns Version Comparison
ONESOURCE supports comparison of return versions for audit purposes so you can review any changes between the live return and a version of a specific date.
To use this feature, the
Enable all save versioning for a calculation database
setting must be turned on. The implementation team completes this step during configuration, or it can be updated by your ONESOURCE superuser. note
A single version of the return is created per user session. A new version is not created if you save an open return multiple times. A new version is only created when you close, reopen, then save the return again.
On the menu ribbon, select
Tools
, then Compare
.On selection of
Compare
, you will be presented with a screen that lists all return versions. A version of a return is created when you select Save Version
as opposed to a normal Save
or when you Save
the return and close out of the return. This is so the user controls the audit trail. On Save Version
, you can also add a comment to that version of the return.The Compare Versions pane shows the version number, any comments that were added when saved, last user and time\date stamp.
To compare versions, select the version you want to compare to the live return. Any changed cells will be highlighted in yellow. This includes cells directly changed (by user or by import) and those that are impacted.
To remove the
Compare
mode from the return, deselect this from the Tools
menu.Cell Level Difference
You have the option to see the cell difference when in compare mode. Hovering over the changed cell shows the value as per the version compared and user date and time stamp of change.
List of All Cell Changes
You have the option to see all the changed cells per return when in compare mode. This will show the last change per cell.
This includes changes to impacted cells, therefore, it may be easiest to export to Excel and filter to review the particular change you are interested in. For example, by return sheet, date or user.
