Explore our new Audit Trail report

Following a successful beta launch, we’re excited to introduce our new Audit Trail report, which allows you to track important changes your clients make to their invoices and bank transactions.

You can find the Audit Trail report in the ‘Accounting’ tab, under ‘Reports’. The report will show you when a transaction or invoice was created, updated or deleted and who made the change on your client’s account.

We’ve also added filter and search functionality, based on feedback we received from some of the practices that tried out the beta version of the report. You can filter or search for dates and users, making it easier to pinpoint individual changes made in your clients’ accounts. You can find out more over on our Knowledge Base.

For now, the Audit Trail tracks changes to invoices and bank transactions but we’ll be adding support for expenses, bills, journals and other data types over the coming months.