This is useful when you need to understand why a budget balance looks a certain way, confirm when temporary funding or rollovers were applied, or review changes for compliance and internal checks.
You can open the audit trail from the client’s budget activity view by clicking Audit Trail.
What you’ll see in the audit trail
Each audit entry includes:
A title describing the change
The date and time the change happened
The user who made the change (if recorded)
A type label to help you quickly understand what area it relates to (for example Budget, Temporary Funding, or Budget Rollover)
Notes/details explaining what was changed
Entries are shown in a timeline-style list so you can follow changes in order.
What gets recorded
The audit trail is designed to capture key budget actions that affect budgeting and utilisation. This typically includes things like:
Budget creation or edits
Temporary funding being added, updated, synced, or removed
Budget rollover changes
If an action changes a budget value or how the budget is calculated, it’s the kind of thing you should expect to see logged here.
If you don’t see any entries
If the audit trail shows “No audit trail found”, it usually means there haven’t been any logged changes for that budget yet, or the budget hasn’t had any actions that create audit entries.
Tips for using it
If you’re investigating a budget issue, start by checking the audit trail around the date the budget first looked incorrect. The timeline will often show a clear reason, such as a rollover being applied, temporary funding being added, or a budget edit that changed the remaining balance.