View An Audit Trail Of All Transactions In Accounting

The audit trail is a complete record of all transactions posted. You can see at a glance when transactions were entered, and by whom. In addition, you can view details such as the transaction type, ledger account, and value. This is particularly useful if you need to trace a transaction as part of an audit.

To View the Audit Trail

1. Go to Reporting.
2. Click Audit Trail.
   The audit trail opens to either the summary or breakdown report, depending on which one you last ran.
3. Use search or filtering tools to find transactions.
   
   1. To search for a  transaction, enter the amount of the transaction or reference information in the search box.
   2. If you want to view the audit trail for a particular date range, specify the date range. Be aware the report will filter by Transaction Date, which is the date you are affecting your accountancy.
   3. To view transactions by type or status, click More and then specify a transaction type and/or status.
4. Select a transaction to view details, edit, and manage the transaction as required. To return to the report, click Back in your browser.
5. To save or print the audit trail, click Export and select CSV or PDF.

Downloading the file might take some time depending on the amount of data you are exporting. You can continue to perform other tasks while the file downloads.

To configure columns
If necessary, you can configure the audit trail to include the following extra columns:

• Deleted
• Tax Reconciled
• Bank Reconciled
• Created by 
  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.
  3. Click Save.