Agreement Audit Trail Tab
The Audit Trail tab on an agreement records every change made to that agreement, including who made it and when. You can print or email the log directly from this tab.
What the audit trail tracks
ConnectWise logs changes to the following agreement fields and settings:
- Start Date and End Date
- Location and Group
- Location and Group Restrictions
- Application Units, Limits, and Amount
- What’s Covered (time, expense, products, sales tax)
- Available Per
- Carryover Parameters
- Overrun Parameters
- Billing Parameters
- Tax Code
- Work Role and Work Type
- Defaults
- Invoice Customer checkboxes
- Agreement Additions
- Billing Terms
- Bill To Override
- Pro-rate Amount
- Restrict Down Payment
- Changes to Billable Options
- Changes performed by Workflow Rules
- Date and time of agreement invoice cancellation, including the member who cancelled and the period affected