Using the Transaction Audit Trail

The Transaction Audit Trail enables you to produce a report that provides a detailed history of all transactions entered into NetSuite. The audit trail provides information about the transaction, who entered the transaction, and when the transaction was created or modified.

To view the Transaction Audit Trail, go to Transactions > Management > View Audit Trail. In the NetSuite U.K. edition, go to Transactions > Other.

View Audit Trail Page

On the View Audit Trail page, filter the report to narrow down the results or focus on specific transactions. You can filter by:

• Users who entered transaction edits

• Action taken for the transactions: create, change, or delete

• Transactions date range, either relative (such as last month) or absolute

• Amount of transactions, defined as an exact number or a range

• Types of transactions

• Accounts affected by transactions

• Entity or entities involved in transaction, defined by name

  Can be customers, employees, partners, vendors, or other entities

Audit Results Page

Choose your filters and click Submit to see the Audit Results page. The results include the following columns:

• Date and time that the transaction change was executed

• Name of the user who made the change

• The action taken: create, change, or delete

• Type of transaction

• Internal ID

• Transaction number

• Posting date of transaction change.

• Account affected

• Amount

By default, the Audit Results page sorts transactions by their system-generated internal ID. Click the text at the top of any column to sort the list using that attribute.

The page displays a one-line summary for each transaction. Click a transaction link in the Date/Time column to view details and GL Impact for that transaction.

For more information about audit results data, see Tracking Financial Account Changes.

Other Ways to View System Notes

• You can view system notes for an individual transaction on the transaction record. Go to the System Information subtab, then click System Notes. For more information, see Viewing Transaction System Notes.

• Find line-level system notes by clicking the History link next to items, expenses, or journal line items. For more information, see Line-Level Audit Trail for Transactions.

• To view system notes for multiple transactions, filtered by field values, go to Transactions > Management > View Audit Trail. For more information, see Using the Transaction Audit Trail.

• You can search system notes at Reports > New Search. The system note search includes system notes for records other than transaction. This search has different filters and more features than the transaction audit trail. You can export data, use advanced filters and results options, and save searches with this feature. For more information, see Searching System Notes.

General Notices