reports

Does Zoho Books have Audit Trail? How do I view the changes that were made to a transaction?

Zoho Books has Audit Trail, which lets you find out how, when and who modified a transaction. You can access this feature in the activity logs. To do this:

  • Go to the Reports module from the left sidebar.
  • Click Activity Logs under the Activity section.
  • Click the > Arrow mark on the right side of the activity that you’d like to check. 
Audit Trails

This will fetch the current version of the transaction along with a list of all the previous versions on the right.

Note: A new version of a transaction is created when changes are made to the transaction.

To find out what has changed between two versions of a transaction, you can choose to compare them. This can be done with ease:

  • Click Compare in the top right corner. 
  • Select any two versions of the transaction that you’d like to compare.
  • Click Compare.
Audit Trails

Any field that was modified, added or deleted will be highlighted in yellow, green and red respectively.

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