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    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

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    Sleek Bill commented  · 

    An Audit Trail Report is crucial for advisors to maintain transparency and accuracy in financial records. 🔍 Adding features like an 'edited date' column, unique transaction IDs, and full audit history ensures compliance and prevents discrepancies. Just like Sleek Bill simplifies invoicing with detailed tracking, a robust audit trail enhances financial integrity! https://www.billingsoftware.in/