Gain early access to Audit Trail reports

We’ve been working behind the scenes to deliver a beta version of Audit Trail reports in FreeAgent and we’re now looking for some of our practice partners to give it a try.

For now, you can use the Audit Trail report to review a list of changes made to your clients’ bank transactions. It’ll show you when a change has been made to a transaction and who made the change on your client’s account.

If you’d like to access Audit Trail reports in FreeAgent, simply fill in this short form. Our product team will then switch on the functionality for you and your clients. You’ll then find the Audit Trail report in the ‘Reports’ section of your clients’ accounts.

Once we’ve gathered feedback from participants, we’ll develop the functionality further and will then release the full feature to all of our practice partners. Over the coming months, we’ll continue to develop our Audit Trail functionality to include other areas, including invoices, bills and expenses.

If you have any questions about Audit Trail reports, please feel free to speak to your FreeAgent contact.