Reviewing Billing Changes in the Audit Trail

As changes are made to billing information and settings, they are logged in the system.

Note: Receipts, payables, earnings, billing adjustments, general settings, and some areas of the Bill to Party information are not tracked.

The old and new values, the date and time of the changes, and the users who made the changes are all tracked. This information can be filtered, sorted, and exported.

1. Click Audit Trail in the Billing menu. The Audit Trail page opens with a list of resources.

Resource Reference	Displays the specific resource, such as a bill to party name, policy number, or invoice number.
Resource Type	Displays the type of resource, such as Bill to Party, Policy Term, or Invoice.
Last Modified By	Displays the user who made the changes.
Last Modified On	Displays the date and time that the changes were made.
Status	Displays the current status of the resource.

2. Click a link in the Resource Reference column to view the details. The Audit Trail Details window opens.

Resource Reference	Displays the specific resource, such as a party name, policy number, or invoice number.
Resource Type	Displays the type of resource, such as Party, Policy Term, or Invoice.

The Change Details panel lists all changes for the selected resource. The changes are grouped by the Modified On date.

Field Name	Identifies the detail or field that changed.
Previous Value	Displays the previous value for the field.
New Value	Displays the new value for the field.
Action	Identifies the type of change.
• Add	A new resource was added or a blank field was filled in.
• Update	An existing resource or field entry was changed.
• Delete	An existing resource was deleted or a field was cleared.
Modified By	Displays the name of the user who made the change.
Modified On	Displays the date and time that the changes were made. This is the system date and time, with no adjustments for region.

3. Click Close to close the window.