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Does Zoho ERP have an audit trail? How do I view the changes that were made to a transaction?

Prerequisite: You need to be an admin in the organisation to view the Audit Trail.

Zoho ERP lets you view Audit Trail, through which you can find out how, when, and who modified a transaction. To view the Audit Trail:

  • Go to Reports on the left sidebar.
  • Scroll down to Activity and select Activity Logs & Audit Trail.
  • Click Audit Trail next to the activity to view the changes made.

This will fetch the current version of the transaction along with a list of previous versions. To compare the versions:

  • Click Compare in the top right corner.
  • Select any two versions you’d like to compare.
  • Click Compare.

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