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.