Audit trails

Accessing an audit trail

Open the record you'd like to see the audit trail for:

  1. Select More actions
  2. Select View audit trail or Audit trail

Audit trail details

Audit trail details are displayed in the following columns:

  • When: The date stamp of when the change occurred
  • Who: The user or action that caused the change
  • Type: The kind of action
  • What: The item that was updated
  • Field: The actual field that was updated
  • Old value: What was listed before the update
  • New Value: What the value was updated to

Commonly found in the WHO column:

  • The user name who performed the action
  • Username-Sync: Changes on this line were performed by a sync, meaning changes originated in the accounting software and synced to Cashflow360℠
  • Username-API: Action was performed through an API function or though the mobile app
  • System: Action was performed by the system due to an auto function being enabled, or a related action happened
    • An example of a related action is when a payment is created, the audit trail of a bill or invoice will show System updating the transaction to paid from unpaid

Commonly found in the TYPE column:

  • Create: when the item was created
  • Edit: an item was updated

Things to know

  • An audit trail is normally listed in descending order (most recent activity first)
  • Find the first action in the audit trail by locating the Create line, which is when the item was created
  • Change the sort order by selecting the column name in the header
  • The What column for line items on bills will always display the current line item amount/bill amount