How to View the Audit Trail for a Recurring Journal Entry

Learn how to view and review the activity history of a Recurring Journal Entry using the Audit Trail.

By Aasma Technology Solutions

This guide explains how to access the Audit Trail of a Recurring Journal Entry (RJE). The Audit Trail provides a chronological record of actions performed on the entry, helping users track changes, review activities, and identify when each action occurred.

1
Go to the Recurring Journal Entries section from the sidebar menu. Locate the entry whose activity history you want to review.
Step #1: Go to the Recurring Journal Entries section from the sidebar menu. Locate the entry whose activity history you want to review.
2
Click the info icon in the first row of your data table to open the Audit Trail side panel, It opens as you Hover to that Audit trail button.
Step #2: Click the info icon in the first row of your data table to open the Audit Trail side panel, It opens as you Hover to that Audit trail button.
3
It closes you you hover anywhere else, or hover on another transaction
Step #3: It closes you you hover anywhere else, or hover on another transaction

Repeat these steps for any other recurring journal entries you need to audit.

The Audit Trail provides a clear and reliable record of activities associated with a Recurring Journal Entry, making it easier to track changes, review user actions, and maintain transparency.