Audit trails

Accessing an audit trail

  1. Open the record to review
  2. Click More actions
  3. Click View audit trail

Audit trail details

Audit trail details are displayed in columns:

  • When: The date stamp of when the change occurred
  • Who: The user or action that caused the change
  • Type: The kind of action
  • What: The item that was updated
  • Field: The actual field that was updated
  • Old value: What was listed before the update
  • New Value: What the value was updated to

Commonly found in the WHO column:

  • The user name who performed the action
  • Username-Sync: Changes on this line were performed by a sync, meaning changes originated in the accounting software and synced to PayMaker
  • Username-API: Action was performed through an API function or though the mobile app
  • System: Action was performed by the system due to an auto function being enabled, or a related action happened
    • An example of a related action is when a payment is created, the audit trail of a bill or invoice will show System updating the transaction to paid from unpaid

Commonly found in the TYPE column:

  • Create: when the item was created
  • Edit: an item was updated

Things to know

  • An audit trail is normally listed in descending order (most recent activity first)
  • Find the first action in the audit trail by locating the Create line, which is when the item was created
  • Modify the sort order from descending to ascending by clicking the column name in the header