Modern Treasury allows you to audit payments from when they are initiated to when they are approved, changed, rejected, or modified. Every payment order initiated through Modern Treasury includes an audit trail that captures the user or API key that performed a given action. Most importantly, the audit trail is immutable, meaning this log of changes cannot be modified.
The Modern Treasury dashboard offers easy access to 4 months of live audit record data and 2 months of sandbox data, while older audit records can be exported on the Audit Trail page.
To review an audit trail for a Payment Order
- Login to Modern Treasury
- Navigate to the Payment Order overview page
- Find, and click, the Payment Order you want to audit
- In the bottom right Timeline panel click "Audits"