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View Transaction Audit History

Every change made to a transaction or journal entry is automatically logged in Propio — who made it, when, and what changed. This gives you full visibility for quality control, team oversight, and client accountability.

Steps

  1. Go to your client's Transactions page and find the transaction you want to review
  2. Access the audit history:
    • For categorized transactions — click the three-dot menu (⋮) on the right side of the transaction, then select View History
    • For posted transactions — click the clock icon on the right side of the transaction
  3. Review the Transaction History panel, which shows a chronological timeline filtered by All, User, AI, Bank, or System actions

Each entry shows what changed, the previous and new values, who made the change, and when.

💡 Tip: Use the filter tabs — User, AI, Bank, System — to quickly isolate the type of change you're looking for. For example, select AI to see all category suggestions made by Propio's AI, or User to review edits made by your team.

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