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How to Access the Audit Trail
FINSYNC allows you to utilize the Audit Trail through the Reports tab.
Note: To access the Audit Trail feature, the user must have full permissions/access to the company profile.
To locate the Audit Report from within your FINSYNC profile, follow the steps outlined below:
1. Click on the Report tab in the top menu.
2. The Audit Trail will be found underneath the Reporting Tools section in the left-hand menu.
3. Available filters for the report will be found near the top of the page:
- Date Range
- Item Types
Note: Any items that are highlighted are linked and clicking on them will redirect you away to those specific items.
(Optional). Use the download button near the top right of your screen to download the report.