Tight’s Audit Trail automatically tracks every modification to every entity, creating an immutable record of who
changed what, when, and through which channel. This audit trail is kept up to date without any development work required
from your team.The audit trail captures changes at the field level across all entity types: bank transactions, invoices, manual journal
entries, general ledger accounts, and more. Each revision includes the editor’s identity, timestamp, and source of the
change.
For platforms serving business owners, audit trail functionality is a necessity. The ability to answer “Who changed this
and when?” is fundamental to building trust with business owners who demand financial accountability. Business owners
expect the ability to roll back changes and revert to an earlier revision of any transaction or entity, similar to what
users see in Google Docs and other popular tools. Tight tracks changes at the field level, not just the entity level,
and allows easy rollbacks.
In professional bookkeeping workflows, multiple stakeholders interact with the same financial data. Business owners
create invoices, bookkeepers adjust transactions, and accountants perform closings. Tight’s audit trail creates
natural accountability by making every action visible and attributable to a specific person.
Review the complete history of a specific transaction to understand how it evolved. On any given transaction, a business
owner may want to look at the categorization history, application of rules, matching to other entities, and any
bookkeeper edits. Additionally, if the business owner doesn’t agree with a bookkeeper edit, or vice versa, they might
decide to restore an earlier version of the given transaction. Learn how
to audit an entity.
Bookkeepers commonly need to review all changes made to a company’s books within a specific time period, pulling up the
past 30 days to see which transactions were recategorized, which invoices were edited, and which manual journal entries
were created. The full audit trail provides this complete
picture of accounting activity without requiring checking each transaction individually.
For bookkeeping firms managing multiple clients or platforms with assisted bookkeeping services, you can
audit a specific editor to see changes made by a particular
bookkeeper across all their client companies. This cross-company view provides valuable insights into bookkeeper
activity and quality.
