Audit Trail vs. Advanced Audit Trail

Sage Intacct offers two different audit trails: the standard Audit Trail and the Advanced Audit Trail. Audit Trail captures changes made to records and transactions stored in your Sage Intacct instance while Advanced Audit Trail tracks access to personal data stored in contact, customer, and supplier objects.

Audit Trail

The Audit Trail tracks all changes made to records and transactions in your Sage Intacct instance, including who made those changes and when they were made. Anytime a user creates or deletes a record, modifies a record, or even prints a record, Audit Trail tracks the activity and stores it in the record's Audit trail window. You can even get an Audit Trail report across your entire Sage Intacct company with the Audit History report.

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Advanced Audit Trail

Advanced Audit Trail tracks access to personal data stored in contact, customer, or supplier records. This means Advanced Audit Trail logs an access anytime a user has access to a contact, customer, or supplier record in your Sage Intacct instance. Some examples of personal data access include:

  • opening a list that includes a contact, customer, or supplier.
  • choosing a contact, customer, or supplier from a dropdown list for a transaction.
  • reading a report that includes contact, customer, or supplier records.
  • running a query through the API that includes contact, customer, or supplier information.

For a full list of access actions, see Advanced Audit Trail actions.

These logged access entries are stored behind the scenes until you generate the Advanced Audit History report, which shows access of personal data stored in customer, supplier, and contact records in your company.

Personal data includes:

  • Names
  • Addresses
  • Dates (start date, end date, date of birth, etc.)
  • Phone numbers
  • Fax numbers
  • Email addresses
  • Social security numbers
  • Account numbers (credit card, ACH, bank, etc.)
  • URLS
  • IP addresses

Related resources: