View Account activity

Modified on Wed, 01 May 2024 at 04:10 PM

The system records the actions that each user takes within an account, such as when the account was added, when adjustments are made in the workpaper, and when notes, files and queries are added. This is useful for auditing purposes.


To view this audit trail (history), on the Trial balance page, click the account to open it, then click the Activity tab.

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