Audit history for financial records – Knowledge Base

You are able to view the audit history for any of the records in your accounting integrations dashboard within Commusoft, whether they are waiting to be sent, processing, failed, or successful.

Please note:

You will only see an audit of records if you are connected to an accounting package.
You are only able to see changes made in Commusoft. If you change anything in your accounting package, you will not see an audit of these changes.

Profile icon > Integrations > View dashboard > Locate the record > Click + > View

The audit will show a list of changes related to that record. The messages are as follows:

General:

This record successfully sent to your accounting package.
This record failed to send to your accounting package.
This record is in processing stage.
This record is in waiting stage.
This record was resent from the success log.

Customers:

User [name] changed customer edit settings (On).
User [name] changed customer edit settings (Off).
User [name] edited customer’s surname from [value] to [value].
User [name] edited customer’s name from [value] to [value].
User [name] edited the creditor days from [value] to [value].

Suppliers:

User [name] changed supplier edit settings (On).
User [name] changed supplier edit settings (Off).
User [name] edited supplier’s company name from [value] to [value].
User [name] edited the creditor days from [value] to [value]

Invoices customer and supplier:

User [name] edited line item: [description] quantity from [value] to [value].
User [name] edited line item: [description] invoice item from [value] to [value].
User [name] edited line item: [description] unit price from [value] to [value].
User [name] edited line item: [description] CIS% from [value] to [value].
User [name] edited line item: [description] description from [value] to [value].
User [name] edited line item: [description] nominal code from [value] to [value].
User [name] edited the invoice description from [value] to [value].
User [name] edited the CIS% from [value] to [value].
User [name] edited a VAT rate from [value] to [value].
User [name] edited the invoice category from [value] to [value].
User [name] edited the invoice item description from [value] to [value].
User [name] edited the invoice date from [value] to [value].
User [name] deleted an item: [value].

Supplier invoices only:

User [name] edited the invoice number from [value] to [value].

Payments:

User [name] edited the payment reference from [value] to [value].
User [name] edited the payment amount from [value] to [value].
User [name] edited the payment description from [value] to [value].
User [name] edited the payment method from [value] to [value].
User [name] edited the payment date from [value] to [value].
User [name] edited the nominal code from [value] to [value] .

Credit notes customer and supplier:

User [name] edited line item: [description] quantity from [value] to [value].
User [name] edited line item: [description] credit note item from [value] to [value].
User [name] edited line item: [description] unit price from [value] to [value].
User [name] edited line item: [description] CIS% from [value] to [value].
User [name] edited line item: [description] description from [value] to [value].
User [name] edited the credit note description from [value] to [value].
User [name] edited line item: [description] nominal code from [value] to [value].
User [name] edited the CIS% from [value] to [value].
User [name] edited a VAT rate from [value] to [value].
User [name] deleted an item: [value].
User [name] created an allocation to invoice [invoice number] value [invoice value].
User [name] edited the allocation from [value] to [value].
User [name] deleted the allocation.