What Is the 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.

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 ✏️

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.

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