July Product Update: Document Audit Trail

Have you ever asked yourself, “I wonder when this receipt was uploaded to Hubdoc?” or “Who published this bill to Xero?”. If the answer is yes, you’re probably not alone. In fact, I would ask myself these very questions when I was learning how to do the bookkeeping at Hubdoc. At the end of the month, I'd find myself with a handful of bills and receipts that I didn't know enough about to confidently code and post to our general ledger, and wondering who submitted them in the first place. Looking back, I wish I had an easy way of knowing who did what and when. If only something like that existed...

Now, it does! We’re excited to introduce Document Audit Trail.

Document Audit Trail gives you visibility into:

• Who – Name or email address of the person that uploaded a document to Hubdoc and/or published to a third-party integration (QuickBooks Online, Xero, Bill.com, Cloud Storage).
• When – Date and time a document was uploaded to Hubdoc and/or published to a third-party integration, in your local time zone.
• How – Tool used to upload a document to Hubdoc (auto-fetch, mobile application, email, web application, or Fujitsu ScanSnap).

With Document Audit Trail, you can more easily track down your clients or staff, troubleshoot workflow issues, and keep everyone accountable to the process.

How does Document Audit Trail work?

You don’t have to do anything to set up Document Audit Trail!

Document Audit Trail information can be found below preview images and next to the relevant third-party icon in the edit data bar.

Document Audit Trail information is available on a going-forward basis, beginning on July 5th, 2018. Only documents uploaded or published after this date will have audit trail information​. Learn more in our help desk article.

Excited about Document Audit Trail? Click here to share the news with your clients and community on Twitter! 

About the Author

Geoffrey Gualano is the Director of Marketing at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. <a href="http://content.hubdoc.com/how-i-learned-cloud-bookkeeping">Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!</a>

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