Viewing change history

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Practice CS enables firm administrators to view the change history (audit trail) for client records and time & expense entries using the History tab that appears on the relevant screens. Practice CS records changes made to your database and allows you to view a full history of each tracked item from the moment it is created. It provides time stamps, staff IDs, and information on modified items and the changes made.

Note: Access to this feature is granted by default to members of the Administrator security group. You can add audit trail privileges to other security groups as follows:

  • Client records: Practice CS > Data > Client Data > Audit History
  • Time & expense entries: Practice CS > Data > Time & Expense Data > Audit History
  • Projects & tasks: Practice CS > Data > Schedule Item Data > Audit History

Staff who have security privileges to view historical information will be able to see the entire history of all relevant items, including initial values, even if they are restricted from viewing those areas of Practice CS.

To view change history, follow the steps for the appropriate item below.

Clients

  1. Choose Setup > Clients to open the Clients setup screen.
  2. Select a client from the list.
  3. Click the History tab.

The History tab provides historical information about modifications to the selected client record. Click the Expand Expand button button next to an item (where applicable) to expand it and view additional information.

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Time & expense entries

  1. Choose Actions > Time & Expense Entry to open the Time & Expense Entry screen.
  2. Select a time or expense entry from the Entry, Overview, or Review tab.
  3. Click the History tab at the bottom of the screen.

The History tab provides historical information about modifications to the selected transaction. Click the Expand Expand button button next to an item (where applicable) to expand it and view additional information.

Projects and tasks

  1. Choose Actions > Manage Projects to open the Manage Projects screen.
  2. For projects, click the Projects tab. For tasks, click the Project Tasks tab.
  3. Select a project or task in the list. For projects, you must then click the History tab at the bottom of the screen. For tasks, the History tab is already displayed.

The History tab provides historical information about modifications to the selected project or task. Click the Expand Expand button button next to an item (where applicable) to expand it and view additional information.

Tip: For clients records, time & expense entries, projects, and tasks, you can expand the lower pane to create a larger viewing area for historical information. Place your cursor between the two panes until it turns into a double-sided arrow, then click and drag upwards.

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