Audit Trail

The audit trail is a detailed log that records every change or action made to financial or accounting data within the system. It is designed to track each transaction, who made the change, when it happened, and what was modified.

It is used to ensure transparency, protect against errors or tampering, and meet legal and tax compliance requirements.

Reports Interface Details

The Reports interface has been redesigned with greater accuracy and organization to provide a more efficient and flexible reporting experience, making it easier to access, review, and analyze your business data based on your operational needs.

Available Features in the Reports Interface:

• Pin Reports Feature:
  You can pin your most important or frequently used reports by clicking on the “Pin” option, allowing them to appear at the top of the Reports page for quicker access without needing to search through all reports each time. You can also unpin reports at any time by clicking the same option again.

• Summary or Detailed View:
  When selecting a report, you can choose how you would like the data to be displayed:

  1 - Summary View to display key information such as accounts and amounts.

  2 - Detailed View to access more in-depth information such as customers, notes, or any additional details added to your transactions.
  This feature helps you analyze your data with the level of detail that best suits your needs.

• Reports Categorization:
  Reports are organized into clear categories to help you quickly find the right report based on the type of information you need, such as reports related to cost centers, projects, and other classifications.
  This organization saves time and effort while providing more accurate and structured reporting insights.

How to View and Understand the Audit Trail in Wafeq?

To access the audit trail, click on “Reports” from the main menu, then select “Audit Trail” under the “For Accountant” section.

The audit trail shows all changes made to transactions, including:

• The user who performed the action

• The contact involved (client or supplier)

• The source of the transaction

• The affected account

Next to each transaction, you'll see the type of change, indicated by the following icons:

• Add ➕

• Delete ➖

• Edit ✏️

Controlling the Display of Report Columns

Wafeq allows you to customize how columns are displayed in the Audit trail report, whether by showing or hiding specific columns, or rearranging them based on your needs.

This helps you focus on the most important information when reviewing system changes, such as the user, action type, date, or modification details.

 

At the top of the report table, click the “Edit Columns” ⚙️ button.

A panel will appear containing:

• All available columns in the report

• Toggle switches to show or hide columns

• The ability to reorder columns by dragging

 

You can easily control column visibility:

To show a column → Turn on the toggle next to it
To hide a column → Turn off the toggle next to it

 

To reorder columns:

Click and hold the drag icon (⋮⋮) next to the column name
Drag the column up or down to your desired position
Release it in the new location

The column order will update immediately in the report.

 

Freezing Columns

At the top of the settings panel, you will find a section called:

Frozen Columns

 

What does freezing a column mean?

When a column is frozen, it remains visible at the beginning of the table even when scrolling horizontally. It does not move with the other columns.

This is especially useful when reviewing the audit log, particularly if the report contains many columns or detailed information for each action.

 

How to freeze a column:

Drag the column you want to freeze into the “Frozen Columns” section at the top.

 

If you want to return to the default layout:

Click “Reset.”

The report will return to its original column arrangement.

You can also share your feedback about the column visibility feature by clicking “Share your feedback here.”

 

Available Actions in the Audit Trail

You can perform several actions on the transaction list to help you review the data more effectively:

• Search: Find specific transactions using keywords such as the username or journal entry number.

• Customize Columns: Show or hide columns based on the type of information you want to focus on.

• Sort: Sort transactions in ascending or descending order by date, journal number, or any other column.

• Add Filter: Narrow down the results based on specific fields like account, user, or date.