Viewing change history
DT Practice enables firm administrators to view the change history (audit trail) for client records and time & expense entries using the History tab that appears on the relevant screens. DT Practice records changes made to your database and allows you to view a full history of each tracked item from the moment it is created. It provides time stamps, staff IDs, and information on modified items and the changes made.
note
Access to this feature is granted by default to members of the Administrator security group. You can add audit trail privileges to other security groups as follows:
- Client records:DT Practice > Data > Client Data > Audit History
- Time & expense entries:DT Practice > Data > Time & Expense Data > Audit History
- Projects & tasks:DT Practice > Data > Schedule Item Data > Project Data > Audit History
Staff who have security privileges to view historical information will be able to see the entire history of all relevant items, including initial values, even if they are restricted from viewing those areas of DT Practice.
To view change history, follow the steps for the appropriate item below.
Clients
- Choose Setup > Clients to open the Clients setup screen.
- Select a client from the list.
- Go to the History tab.
The History tab provides historical information about modifications to the selected client record. Select the Expand 
button next to an item (where applicable) to expand it and view additional information.
button next to an item (where applicable) to expand it and view additional information. Time & expense entries
- Choose Actions > Time & Expense Entry to open theTime & Expense Entryscreen.
- Select a time or expense entry from the Entry, Overview, or Review tab.
- Select the History tab at the bottom of the screen.
The History tab provides historical information about modifications to the selected transaction. Select the Expand button next to an item (where applicable) to expand it and view additional information.
button next to an item (where applicable) to expand it and view additional information. Projects and tasks
- Choose Actions > Manage Projects to open theManage Projectsscreen.
- For projects, select the Projects tab. For tasks, select the Project Tasks tab.
- Select a project or task in the list. For projects, you must then select the History tab at the bottom of the screen. For tasks, the History tab is already displayed.
The History tab provides historical information about modifications to the selected project or task. Select the Expand button next to an item (where applicable) to expand it and view additional information.
button next to an item (where applicable) to expand it and view additional information.For clients' records, time & expense entries, projects, and tasks, you can expand the lower pane to create a larger viewing area for historical information. Place your cursor between the two panes until it turns into a double-sided arrow, then click and drag upwards.