This article shows you how to access the Audit Trail report in order to view a record of activity in your FreeAgent account.
This report is particularly handy if you use FreeAgent with an accountant, as it can give both you and your accountant a better understanding of the changes that have been made in your account. You need to have at least level 7 access to view the Audit Trail report.
What is the Audit Trail report?
The Audit Trail report allows you to view a history of all the changes made to certain transactions in your FreeAgent account. This is an evolving feature in FreeAgent and different types of transactions are being added to the report over time.
The table below shows the date on which each report feature was enabled in FreeAgent. You will be able to see details of all new transactions recorded and updates made to existing transactions from each of these dates in your Audit Trail report.
|Audit Trail report feature
|Creating and editing invoices and bank transactions
|Recording out-of-pocket expenses and mileage claims
Your Audit Trail report will show the following information regarding out-of-pocket expenses or mileage claims, for example:
- New transactions recorded on or after 30th November 2020
- Updates made to existing transactions on or after 30th November 2020
The report will not show any transactions recorded before 30th November 2020.
Please note that 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.
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.