v7 FreeBalance Help

The Audit Trail function displays a list of historical transactions, grouped by Institution, User, or Transaction Type.

To access the Audit Trail option, click the corresponding link in the User Menu. The Audit Trail function will be displayed.

The list of results can be filtered by the following fields:

• Institution - Select the name of the Institution from the drop-down menu.
• User - Select the name of the User responsible for the Audit Trail from the drop-down menu.
• Transaction Type - Select the type of transaction in the Trail from the drop-down menu.

Audit Trail entries can be ordered by category. Click the category heading to order transactions.