Audit Trail report
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'll need level 7 access or above to your FreeAgent account to view the Audit Trail report.
What is the Audit Trail report?
The Audit Trail report allows you to view a history of the changes made to certain transactions in your FreeAgent account for a maximum of two years. If you enter a date range longer than two years prior to the current date, the report will default to the earliest date that is supported.
The table below shows which features will recorded in your Audit Trail report. 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 |
| Recording bills |
| Recording VAT return submissions that have been filed to HMRC successfully |
| Recording VAT return submissions that have been rejected by HMRC |
| Recording VAT returns that have been marked as filed |
| Recording journal entries |
| Recording estimates |
| Recording quarterly updates that have been sent to HMRC |
| Recording quarterly updates that have been accepted or rejected by HMRC |
| Recording End of Year updates that have been sent to HMRC |
| Recording End of Year updates that have been accepted or rejected by HMRC |
| Recording requests for final Tax Breakdowns that have been sent to HMRC |
| Recording requests for final Tax Breakdowns that have been accepted or rejected by HMRC |
| Recording Final Declarations that have been sent to HMRC |
| Recording Final Declarations that have been accepted or rejected by HMRC |
| Recording quarterly updates, End of Year updates and Final Declarations that have been sent to you by your accountant for approval |
| Recording quarterly updates, End of Year updates and Final Declarations that have been approved by you |
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 the screen and select ‘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.