How to give an auditor read-only access and read the audit trail

Invite the auditor with an end date: they see the books but change nothing, and everything they open joins the audit trail.

Steps

  1. Invite the auditor

    Choose Settings → Users, then Invite an auditor: the Auditor (read-only) role is chosen and access ends in 30 days. Change the date under Access ends (optional) and choose Send invitation.

  2. Their landing page

    When they sign in, the auditor lands on a page linking the general ledger, statements, documents, e-invoice archive and audit trail, which tells them everything they open is recorded.

  3. Read the audit trail

    Choose Reports → Audit trail, under For accountants; filter by user, action, record or document type and choose Export CSV. One document's trail is under More actions → History.

  4. Extend or end access

    On the Users page the auditor's row shows Access until, with Extend 30 days and End now; otherwise access ends by itself on that day.

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Aqid ERP in Saudi Arabia

Set up for Saudi Arabia's rules from the first day.

  • Plans from  79 a month
  • ZATCA Phase 2
  • VAT 15 %
  • GOSI & Mudad WPS
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