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Practice workspace / Audit trail

Check who changed what and verify the record

Owners, managers and auditors use History to review events and check that entries have not been altered.

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S SecureWire Workflow illustration
Example workflow

Audit trail

Example
Example clientExample steps
Open HistoryIn progress
JL
Filter the eventsNot started
SK
Open an eventNot started
AM
Verify integrityNot started
JL
Export to CSV if neededNot started
JL
Open History01 / 05
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work

Owners, managers and auditors can filter events and verify their integrity, keeping the evidence for a review in one place.

How it works

  1. Open History
  2. Filter the events
  3. Open an event
  4. Verify integrity
  5. Export to CSV if needed
01

Filter and inspect events

Filter by type, category, result and date. Open the details or export to CSV. Clients and engagements each have their own audit view.

Filter the events
02

Verify integrity

Check whether any entry has been altered with Verify integrity. Each entry is linked to the previous entry by a hash, and the database refuses edits and deletions.

Open an event
Related features

Continue with the related work

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Practice workspace

Approvals

Managers and reviewers check finished engagements and financial items, keeping the decision with the work.

Practice workspace

Security and access

Practice admins manage team roles and permissions, with mandatory two-factor sign-in for every staff member.

Practice workspace

Client management

Practice staff use the client list and client record to find work, documents and books for each client.

Prepare for the launch

Tell us what your team needs from accounting software

Register interest in SecureWire and ask us about the modules you need.