How Do You Track Audit Trails and User Activities in Zoho Books?
Zoho Books offers audit trail logs to monitor who did what and when—essential for compliance and internal controls.
Enable Audit Trail:
Go to Settings → Preferences → General → Enable Audit Trail.
View Activity Logs:
Go to Reports → Audit Trail → Filter by module, date, or user.
Track Document History:
Inside each transaction (invoice, bill, journal), view change history and timestamps.
Export Logs:
Export audit trails for internal or external audit reviews.
Why This Workflow Matters:
Audit trails ensure accountability, detect unauthorized changes, and provide traceability for compliance and security audits.
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