Evo Classic: Audit Trail

The audit trail in Evolution tracks every change; when it was made, who made the change, and prior setting. Beyond added assurances; it also can come in handy when trying to look back in time. For instance; you can do a quick look up of a prior W4 setting, prior address, prior bank account #, or prior rate history.

Click on any field: here are two examples

Next click the magnifying glass at top:

a pop up will appear; by default it will show prior 12 month history, If you need to look back further; adjust the "as of date" and apply:

review your results:

example of a W4 dependent change:

example of a rate change:

If you have questions about the results, let us know. We use this feature constantly and are accustomed to how to interpret.