View and Download Audit Trail of Budgets with Funding Sources

Budget activity is tracked within its audit trail, providing a record of any changes made to the budget. This includes when these changes were made as well as which users made them.

Note: For ease of use, the audit trail can be downloaded as an Excel or CSV file. Learn more.

View the audit trail in Budget Detail

  1. Navigate to the Program Setup > Budgets area.

  2. Select the ellipsis icon next to the item and then Edit budget.

  3. Click on the Audit Trail tab.

From here, you can search for specific users or funding sources as well as filter by date or impact. Additionally, you can download the results.

Download the audit trail

The information shown in a budget's audit trail can be exported to an Excel or CSV file. This option is available in multiple areas.

  1. Navigate to the Program Setup > Budgets area.

  2. Select the ellipsis icon next to the item and then Edit budget.

  3. Click on the Audit Trail tab.

  4. Click on the Download results icon in the toolbar of this tab, selecting either the Download CSV or Download Excel option.

 

  1. Navigate to the Program Setup > Budgets area.

  2. In the Open Budgets tab, select the ellipsis icon next to the item and then either Download audit trail (CSV) or Download audit trail (Excel).

 

  1. Navigate to the Program Setup > Budgets area.

  2. In the Closed Budgets tab, select the ellipsis icon next to the item and then either Download audit trail (CSV) or Download audit trail (Excel).

 

Frequently asked questions

The system automatically tracks the following types of activities as they pertain to budgets with funding sources. The wording for each activity may appear differently in the interface.

  • Funding source created

  • Budget created

  • Funding source added

  • Funding source amount updated

  • Overage used

  • Funding source closed

  • Funding source opened

  • Budget closed

  • Budget opened

  • Funds reallocated

  • Funds returned to source

  • Budget deleted

  • Funding source deleted

  • Budget allocated updated from closed budget

  • Funding source reallocation to budget via closing budget

    Note: This activity is a result of choosing the Add unused funds back into each source to be available for new budgets. option when closing a budget.

  • Funding source no reallocation to budget via closing budget

    Note: This activity is a result of choosing the Do nothing. The funds will become unavailable for payment. option when closing a budget.

  • Account Number changed