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.

Audit Trail is currently available only for organizations in the India, UK, UAE, KSA, Bahrain and EU Countries. If you want us to add this feature for your country, please write to us at support.me@zohobooks.com.

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