Finance Audit Trail Overview

Overview

Finance Audit Trail focuses on changes to financial records such as invoices, payments, expenses, estimates, proposals, and contracts where supported.

What this feature does

It gives finance managers and administrators a dedicated place to review sensitive financial activity instead of searching through all audit events manually.

Why it is useful

• It helps investigate money-related changes faster.
• It supports internal finance controls.
• It improves accountability for invoices, payments, estimates, proposals, contracts, and expenses.

Who should read this?

Finance Manager, RISE Admin, System Owner, Compliance Officer.

Where to find it

Rise Audit Pro → Finance Audit Trail.

How to use it

1. Open Finance Audit Trail.
2. Select the financial entity or date range you want to review.
3. Review recent financial changes.
4. Open diff details where available.
5. Use Activity Log if you need broader filters or export options.

Example workflow

A finance manager notices an invoice amount changed. They open Finance Audit Trail, filter by invoice, and review the user, timestamp, and changed values.

Screenshot

Common mistakes

• Using the general Dashboard only for finance investigations.
• Ignoring non-invoice finance records such as estimates or proposals.
• Sharing finance audit exports without access control.

Related articles

• Invoice Changes
• Payment Changes
• Finance Diff Viewer
• Finance Audit Investigation Workflow