Field by field descriptions: Audit Trail

The audit trail is available to all users with the appropriate permissions. If you have View access to a record, and the audit trail is supported on the record, you can view the audit trail.

The following table describes each column in the audit trail window on a record.

Sage Intacct does not track field changes for every event on every record. As such, you might see No audited change in fields in the audit trail table.

Additionally, the audit trail is available on most primary data (customers, suppliers, contacts, items, etc.) and transactions. Other records will be supported in the future.

Audit trail field descriptions
Field Description
Date The date and time of the change to the record, presented in the time zone defined in your preferences.
Action The action taken on the record: created, modified, or deleted; if an action is part of a workflow, or if a user performed the action.
Completed by The ID of the user who made the change.
Source

The source from which the record was accessed or changed.

  • API: Indicates when an event is performed using the API.
    • API history events have been recorded since March 15, 2017. Before this date, API events weren’t captured.
  • CSV: Indicates an import or export of information from the record.
  • Import service: Indicates an import using the new import service.
  • Smart event: Indicates an API Smart event.
    • Changes made by API Smart events have been captured using this source since August 20, 2021. Before this date, these events were captured as "User interface".
  • System: Indicates a CRON or automated job, including triggers.
  • User interface: Indicates when a user changes a record using the UI.
Field

The name of the field that was changed.

If you see Pending as the status of this field, it means that recent changes to this object might not be available to review in the audit trail for up to 2 hours after the change was made.
Before

What was in the field before the submit.

If you see Pending as the status of this field, it means that recent changes to this object might not be available to review in the audit trail for up to 2 hours after the change was made.
After

What the field was changed to after the submit.

If you see Pending as the status of this field, it means that recent changes to this object might not be available to review in the audit trail for up to 2 hours after the change was made.