Audit Trail

Everything in Sage Intacct can impact your financial statements, so both internal and external stakeholders need to know how things have changed and who made those changes. With the Audit Trail, you have a record of who made changes to a particular record and when.

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.

Audit Trail actions

You might see any of the following Actions in the audit trail of a record, or in the Audit History report.

Action	Description
Access	Tracks when a user views or edits a record. Only available in the Audit Trail History report or via the getAuditTrail method.
Activity	Records admin activities like resetting a password.
Create	Creates a snapshot of when the record was first created.
Delete	Tracks deleted records. Only available in the Audit Trail History report or via the getAuditTrail method.
Login	Tracks when users log in to your company.
Modify	Records user edits of a record. Changes reflected in the Before and After columns in the Audit Trail window for a record.
User action	Tracks various user actions such as exporting or printing a PDF of a record.
Workflow	Records when workflow actions occurred on a record, such as voiding a cheque.

View the audit trail

1. Open the record in View or Edit mode.
2. Open the More actions menu and select View audit trail. The Audit trail window opens.
   Additionally, you might see View audit trail as a button on financial reports and other pages. You can also view the audit trail for financial reports and financial Graphs from the Reports center.
3. Select Done to close the window.

What does Pending mean?

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

Export the audit trail

1. Open the record in View or Edit mode.
2. In the More actions dropdown menu, select View audit trail.
   Additionally, you might see View audit trail as a button on financial reports and other pages. You can also view the audit trail for financial reports and financial graphs from the Reports center.
3. In the Audit Trail window, select More actions, then choose to export to CSV, Excel, or PDF format.

Data capturing

In Sage Intacct, audit data capturing started in May 2016. When viewing historical data, you might notice:

• data captured between May 2016 and February 2017 could contain inconsistencies.
• AP and AR adjustment audit information is unavailable before November 2016.
• data captured before October 2019 might be partially unavailable.

Custom reporting

If you’re a user with full admin rights, you can create a custom report using the Audit History data source. This allows you to run a report showing all the changes in your company, which you can then sort by time, user, or object that was changed.

For more information about creating a custom report, see Use an Audit History report.

API access to the audit trail

If you’re a developer, you can use Web Services APIs to access the audit trail:

• Use getAuditTrail on objects you want the audit trail for.
• Use readByQuery on the AUDITHISTORY object to access audit trail records for different object types, based on attributes such as time, type of object, or type of operation, etc.

For more information on using Web Services, see Subscribe to Web Services, or visit developer.com.