Compliance & Controls

What is an Audit Trail?

A chronological record documenting every activity, transaction, and change within a system for compliance and accountability.

Quick Definition

An audit trail is a step-by-step record that traces the sequence of activities affecting any operation, procedure, or event. In accounts payable, it documents who created, modified, approved, or processed each invoice and payment.

  • Tracks all user actions with timestamps
  • Essential for regulatory compliance (SOX, GDPR, HIPAA)
  • Enables fraud detection and investigation
What is an Audit Trail - Transaction History and Compliance Documentation

Understanding Audit Trails

An audit trail is the backbone of organizational accountability. It provides a complete, tamper-evident record of everything that happens within a financial system — from the moment an invoice is received to when the payment clears the bank.

Think of an audit trail like a security camera for your data. Just as security footage lets you review what happened in a building, an audit trail lets you review what happened to any transaction, record, or document. This visibility is crucial for catching mistakes, detecting fraud, and proving compliance.

In accounts payable, audit trails capture every touchpoint of an invoice's journey:

  1. Receipt — When and how the invoice entered the system
  2. Data entry — Who captured the information and any changes made
  3. Approvals — The complete chain of who approved and when
  4. Payment — When payment was scheduled, executed, and confirmed

Modern AP automation platforms generate audit trails automatically, eliminating the manual documentation burden while providing far more comprehensive records than paper-based processes ever could.

Key Components of an Audit Trail

Timestamps

Precise date and time recording for every action, enabling chronological reconstruction of events and sequence verification.

User Identity

Recording of which user performed each action, establishing accountability and enabling responsibility tracking.

Change Details

Before and after values for any modifications, showing exactly what changed and enabling reversal if needed.

Immutability

Tamper-proof records that cannot be altered or deleted, ensuring the integrity of historical data for audits.

Why Audit Trails Matter

85%

Of fraud is detected through tips or audit procedures

7 years

Minimum retention period required by SOX compliance

60%

Faster audit completion with automated trails

Strong audit trails are not just about compliance — they're a critical business asset. They enable faster investigations when issues arise, provide evidence in disputes, support continuous improvement by revealing process bottlenecks, and demonstrate to stakeholders that proper controls are in place.

How Audit Trails Work in AP

1

Invoice Receipt Logging

When an invoice enters the system (email, scan, portal), the system logs the source, timestamp, and initial data.

2

Data Extraction Recording

OCR/AI extraction results are logged, including confidence scores and any manual corrections made.

3

Matching Documentation

PO matching attempts, results, and any exception handling are recorded with user decisions.

4

Approval Chain Capture

Each approval or rejection is logged with the approver, timestamp, comments, and delegation details if applicable.

5

GL Coding History

Account assignments and any coding changes are tracked with before/after values and reasons.

6

Payment Execution Log

Payment method, bank details, execution timestamp, and confirmation status are all recorded.

7

Archive and Retention

Complete trail is archived with the invoice, indexed for search, and retained per policy.

Audit Trail Best Practices

Automate Trail Generation

Use systems that automatically log all actions rather than relying on manual documentation.

Ensure Immutability

Implement write-once storage that prevents modification or deletion of historical records.

Enable Easy Retrieval

Index and organize trails for quick search by invoice number, vendor, date, or user.

Control Access

Limit who can view audit trails and log access to the trails themselves.

Define Retention Policies

Document how long trails are kept based on regulatory requirements and business needs.

Common Audit Trail Mistakes to Avoid

  • ×Incomplete logging — Missing key events like approvals, rejections, or system access creates gaps
  • ×Editable trails — Allowing modification of historical records destroys their evidentiary value
  • ×Poor retention — Deleting trails before regulatory periods expire exposes the organization to risk
  • ×No access controls — Allowing everyone to view sensitive audit data violates privacy and security

Frequently Asked Questions

Automate Your Audit Trails

See how Remmi automatically generates complete audit trails for every invoice — from receipt to payment. Built-in compliance, zero manual documentation.