Audit trails

Accessing an audit trail

Open the record you'd like to see the audit trail for:

1. Select More actions
2. Select View audit trail or Audit trail

Audit trail details

Audit trail details are displayed in the following 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 system and synced to Bill.com
• 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
• Change the sort order by selecting the column name in the header
• The What column for line items on bills will always display the current line item amount/bill amount