This article shows you how to access the Audit Trail report in order to view a record of activity in your FreeAgent account.
What is the Audit Trail report?
The Audit Trail report allows you to view a history of all the changes made to invoices and bank transactions in your FreeAgent account. This feature is particularly handy if you use FreeAgent with an accountant, as it can help give both you and your accountant a better understanding of where changes have been made to your books.
Please note that this feature was enabled on 22nd October 2020 and only changes from this date onwards will appear in your Audit Trail report. The report currently only shows actions relating to invoices and bank transactions and there are no 'linked' audits. This means that a bank transaction that paid off an invoice, for example, will only appear as a bank transaction and will not appear in the invoice item history.
You need to have at least level 7 access to view the Audit Trail report.
Accessing the Audit Trail report
Navigate to the ‘Accounting’ tab at the top of your screen and choose ‘Reports’ from the drop-down menu.
In the ‘Detailed’ section, choose ‘Audit Trail’.
Viewing the information in the Audit Trail report
Apply filters or search
If you wish, you can filter your Audit Trail report by choosing a custom date range, user or item type from the drop-down menus and then selecting 'Apply'. You can also search for relevant keywords by typing in the search box and then choosing 'Search'.
View item history
To see the full history of an item in your Audit Trail report, select 'View History' and then you'll see a pop-up window like the one shown below.