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How to view and configure the audit trail

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Summary

How to view, filter, export, and configure the audit trail in Sage Accounting.

Description

The audit trail records every posted transaction. Use it to review entry dates, transaction types, ledger accounts, values, and the users who posted each transaction.

Resolution

View the audit trail

  1. Go to Reporting.
  2. Select Audit Trail. The page opens the report type you last viewed.
  3. Find transactions by using the search and filter options:

    Enter a transaction amount or reference in the search box.

    Set a date range to filter transactions by Transaction Date.

    Select More, then choose a transaction type, status, or both.
  4. Select a transaction to review, edit, or manage it. Select your browser’s Back button to return to the report.
  5. Select Export, then choose CSV or PDF to save or print the audit trail.

Large exports take longer to download. You can continue working while Sage Accounting prepares the file.

Configure audit trail columns

You can add these columns:

  • Deleted
  • Tax Reconciled
  • Bank Reconciled
  • Created by
How to configure
  1. Select Configure Columns.
  2. Select the columns to display. Drag columns up or down to change their order.
  3. Select Save.
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