--- title: "Understand Accounting Audit Trail" slug: "understand-accounting-audit-trail" updated: 2026-07-11T16:57:28Z published: 2026-07-11T16:57:28Z canonical: "help.servicetitan.com/understand-accounting-audit-trail" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Understand Accounting Audit Trail ## Overview The Accounting Audit Trail feature provides a log of changes when creating, modifying, and deleting records in ServiceTitan. Viewing the audit trail on a record lets you review and verify that any changes made to that record are complete, accurate, and authorized. --- ### #### Who uses this feature - Administrators, Office Employees, Managers, Accountants, and Bookkeepers - Applies to all business types ## Things to know - This feature is currently in open beta and subject to change. - Current record types supported are invoices, payments, and Application for Payment. Additional record types will be supported in the future. ## Access the accounting audit trail You can access the accounting audit trail in the following areas: - Accounting section - Invoices and customer payments in Transaction Hub - Customer profile - Invoice record ## From the Accounting section To access the accounting audit trail from the *Accounting* section, click **Accounting Audit Trail** in the side menu. ## From Transaction Hub You can access the accounting audit trail through the *Invoices* and *Customer Payments* modules in Transaction Hub. To access the accounting audit trail in Transaction Hub: 1. Go to the navigation bar and click **Accounting**. 2. In the side menu, click **Invoices** or **Customer Payments**. 3. Find the invoice or customer payment you want to view an audit trail for. 4. Click **Actions > View Audit Trail**. ## From the customer profile You can access the audit trail of customer payments from the customer profile. 1. [Search for](/v1/docs/use-search-in-servicetitan) and go to the customer profile. 2. In the customer profile, go to **Payments**. 3. In the *Payments* section, find the payment you want to view an audit trail for. 4. Click **Actions > View Audit Trail**. Alternatively, you can click on the payment ID and click **View Audit Trail** in the *Edit Payment* screen. ## From the invoice record You can access the audit trail of an invoice from the invoice record. 1. [Search for](/v1/docs/use-search-in-servicetitan) and go to the invoice record. 2. On the invoice record, click the **View Audit Trail ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-accounting-audit-trail-image-8oxghe51.png)** icon. ## View the accounting audit trail To access the audit trail, go to **Accounting** on the navigation bar and click **Accounting Audit Trail** from the side menu. The *Accounting Audit Trail* screen lets you view the following information: - **Date and Time:** Date and time when the change to the record occurred. - **Record ID:** The unique record ID found in ServiceTitan. This is usually found at the end of the URL when viewing the record. Clicking on the record ID takes you directly to the invoice or payment record. - **Record #:** The unique record number of the transaction. This can be the invoice number, payment number, or application for payment number. - **Record Type:** The type of record. - **User Name:** The employee who modified the record. - **Action:** The action performed by the employee to modify the record. - **Field:** The field modified within the record. - **Before:** The initial information on the associated field within the record before being modified. - **After:** The updated information on the associated field after the record was modified. - **Actions:** Lets you view more detailed audit logs on that specific record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-accounting-audit-trail-image-nljypoca.png) ## Search for accounting audit trail records Use the search bar to search for accounting audit trail records. You can search records by: - *Record ID* - *Record #* ## Filter the accounting audit trail records You can filter the accounting audit trail records using the filter dropdowns at the top of the table. You can filter the records by: - *Record Type* - *User* - *Date Range* Click **Reset** to reset your filter selections. ## Edit and rearrange table columns Use the *Edit Columns* **![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-accounting-audit-trail-image-u7soh9be.png)** option to show or hide columns, as well as rearrange the columns in the accounting audit trail table. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-accounting-audit-trail-image-d6x9g98v.gif) ## View accounting audit trail details To get a more detailed view of changes made to a specific record: 1. On the *Audit Trail* screen, find the record you want to view. 2. Click **View Details** for that record. 3. On the audit trail detailed view screen that opens, review the log of changes made to that record. 4. (Optional) Use the filter dropdowns to filter the log of changes. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/understand-accounting-audit-trail-image-hhzer8wz.png) ## Download accounting audit trail records Use the **Download** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-download.png) option to download the audit trail table to an XLS or CSV file format. This gives you access to your data in a spreadsheet so you can easily analyze your information. The resulting file includes only what is filtered in the audit trail table and the data matches the format of the columns. ## FAQ --- ### #### How can I view the original text of an invoice summary before being edited by an employee? You can use the [Accounting Audit Trail](/v1/docs/understand-accounting-audit-trail) screen to see the original text of an invoice summary before it was updated. Search for the invoice and click **View Details**. In the audit details screen, you can check the entries that have *Summary* in the *Field* column. This shows you changes made to the invoice summary field for that invoice. #### Why are items still marked as add-ons after disabling the option? Check the job's audit trail and see if the invoice tasks were added as add-ons from the office side. You can also check the Sold estimate and see if the invoice items were added on the estimate as add-ons. #### How can I check if an invoice has been unbatched? To check if an invoice has been removed from a Batch: 1. Go to the invoice and click the job number link to open the job associated with the invoice. 2. In the job record, scroll down to the *History* section and review the audit trail. If the invoice has been removed from the batch, it will be recorded in this section. #### Is there a report that shows changes made to an invoice after it was posted? There is no report you can generate that shows changes made to an invoice after it was posted. However, you can use the [Accounting Audit Trail](/v1/docs/understand-accounting-audit-trail) feature to view changes made to an invoice, even after it's posted. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Accounting Basics](https://servicetitan.docebosaas.com/academy/learn/courses/266/accounting-basics) - See [Office Audit Trail report template](/v1/docs/office-audit-trail-report-template) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pre-release that is open to any ServiceTitan user who wants to participate. Any user can use the product and give feedback as the official release approaches. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)