Document history
Understand document changes
Review the available activity and lifecycle information alongside the source document.
Audit trail
Keep the story behind your accounting records.
Review document history and trace posted accounting records through explicit corrections and linked source documents.
- Document history
- Protected posted records
- Linked corrections
Designed for everyday accounting
More clarity at every step of audit trail.
Bring the important details together in a workflow your team can understand.
Protected posted records
Preserve posted financial records
Posted documents and their journals retain their financial details instead of being silently overwritten.
Linked corrections
Follow explicit corrections
Review credit notes, cancellations and reversals in the context of the original accounting record.
A more organized routine
From the first detail to a clearer audit trail workflow.
- 1
Open the source record
Start with the right business context.
- 2
Review its history
Keep the important details together.
- 3
Follow related corrections
Review the records with confidence.
- 4
Inspect supporting entries
Continue with a clear view of the next step.
Why businesses choose Accounttally
Simple financial workflows.
Better business visibility.
Organized records
Keep customer, supplier and transaction information in the right place.
Useful financial summaries
Review the accounting reports that support your everyday decisions.
Traceable accounting
Follow posted records and explicit corrections back to their source.
A connected workspace
Use web and supported desktop workflows for your business.
See the bigger picture
See your business finances in one workspace.
Connected records help you understand the detail behind your financial position.
We're here to help
Questions about audit trail?
How can Accounttally help with audit trail?
Review document history and trace posted accounting records through explicit corrections and linked source documents.
How do I get started?
Talk to our team about your business and the workflows you need. You can also explore the plans or open the web workspace to create an account.
Can I use Accounttally on web and desktop?
Accounttally has a connected web workspace and an offline-first desktop client. Initial desktop sign-in and device setup require connectivity; some workflows remain online-only.
What should I know about audit trail?
Access follows workspace permissions. This page describes record traceability and does not claim an external audit certification.
Where can I find pricing or ask a question?
Explore the Pricing page for Starter, Business and Custom options. Use the Home inquiry form to discuss your requirements with the Accounttally team.
Have a different question? Talk to our team