The audit trail shows when and who entered transactions. View details like transaction date, type, category, and value to trace transactions during an audit. The summary shows income details and net, tax, and total values. The detailed breakdown shows 'double-entry' values on categories like income, bank account, and tax on sales as debits or credits.

To view the Audit Trail

1. Go to Reports.
2. Under Advanced Reports, click Audit Trail.
3. Click Audit Trail.

The audit trail opens to the summary or breakdown report, depending on which one you last ran. Use search or filtering tools to find transactions.

To search for a transaction, enter the amount or reference information in the search box. To view the audit trail for a specific date range, specify the date range. To view transactions by type or status, click More and specify a transaction type and/or status.

Select a transaction to view details, edit, and manage it as required. To return to the report, click Back in your browser.

To save or print the audit trail, click Export and select CSV or PDF. Downloading the file takes time depending on the data amount. Continue other tasks while the file downloads.

To configure columns

1. Click the Configure Columns button.
2. Select the columns you want to display. You can also drag columns up and down to reorder them in the table. Configure the audit trail to include the following extra columns:
   • Deleted
   • Tax Reconciled
   • Bank Reconciled
   • Created by
3. Click Save.