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Transaction Audit History

Transaction Audit History

Every transaction in AccuArk maintains a complete audit trail that records its entire lifecycle from creation through any modifications or deletions. This guide explains how to access and interpret audit records.

Accessing the Audit History

  1. Open the Account Transactions view for any account
  2. Right-click the transaction you want to audit
  3. Select Audit History
  4. The Audit History dialog opens showing all recorded events for that transaction

Understanding the Audit Grid

The audit history displays the following columns:

ColumnDescription
Created AtThe exact timestamp when the audit event was recorded
User NameThe user who performed the action
ActionThe type of event (Created, Modified, Deleted)
Field NameWhich field was affected (for modifications)
Old ValueThe previous value of the field
New ValueThe updated value of the field

Action Types

Created

Recorded when a transaction is first saved. The audit entry captures who created the transaction and the initial values of all fields.

Modified

Recorded when any field on the transaction is changed. Each modified field generates its own audit entry. For example, if you change both the amount and description in a single edit, two audit entries are created — one for the amount change and one for the description change.

Deleted

Recorded when a transaction is removed. The audit entry captures who deleted it and when. Even though the transaction is removed from the active ledger, the audit record remains permanently.

What Is Tracked

The audit system tracks changes to all key transaction fields:

  • Debit and credit amounts
  • Transaction date
  • Description and memo
  • Payee information
  • Debit and credit account assignments
  • Location
  • Payment status

Who Can View Audit History

Any user with the FIN_VIEW_TRANSACTIONS permission can view the audit history for transactions they can see. The audit trail itself is read-only and cannot be modified or deleted by any user.

Status Bar

The bottom of the audit history dialog shows a status message:

  • “No audit entries found” — The transaction has no recorded audit events (this should not happen for transactions created after the audit system was implemented)
  • “X audit entries” — The total number of audit events recorded for this transaction

Tips

  • Review before editing — Check the audit history before making changes to understand the full context of a transaction
  • Use for reconciliation — When investigating discrepancies, the audit trail shows exactly when and how amounts were changed
  • Compliance documentation — The audit trail provides the evidence needed for internal and external audits. Every financial action is traceable to a specific user and timestamp
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Please note: This article is intended as a general guide. AccuArk© is continuously improved through regular software updates, so some screens, labels, or features described here may appear slightly different in your version. If something doesn't match or you need further assistance, please don't hesitate to contact our support team.
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