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The audit trail: who changed what, and when

Review every action in your business, see values before and after a change, and trace any document's history.

3 min read 4 steps Open this screen in Books
This feature comes with certain plans. If it is not in your menu, it is not in your business's plan.

Open the trail

Under Setup open Audit trail. Every action is listed, newest first. It shows what each person did, so only the account owner or someone holding every permission can open it, and others see This screen is for account administrators.

Narrow it down

Use the filters at the top: Person, Kind, Action, Subject, and the dates From and To. Choose The system (automatic) as the person to see what happened with nobody involved. Clear filters brings the whole trail back.
Narrow it down

Read an entry

Each entry shows the action, the document, the time, the person and the device's address. What changed shows each field before and after. What was recorded shows the facts of an action that was not an edit. Press Full record to see exactly what was stored at the time.

Follow one document

Press History of this document on any entry to see everything that happened to that document alone, then Show the whole trail to go back. A document that was removed shows Deleted, and its name stays in the trail. This screen is read-only.
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