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Audit Trail

What this screen is for​

Audit Trail shows recorded workspace actions for review and investigation. Use it when you need to understand who changed a record, when the change happened, and which workflow it affected.

Before you start​

Know the company, date range, user, workflow, or record you need to investigate. Audit Trail appears only when it is enabled for the workspace.

Basic walkthrough​

  1. Open Audit Trail from the Data group when it is visible.
  2. Filter by date, user, workflow, or record.
  3. Open the event details and compare them with the affected workflow.
  4. Record the event information when you need support or follow-up.
  5. Return to the original workflow before making any correction.

What to check next​

Use Bookkeeping for accounting corrections. Use Settings if access or workspace configuration needs review.