Audit Trail for Zuora Billing, Payments, Finance, and Platform
Zuora's Audit Trail feature allows tracking of user activities and changes in billing, payments, finance, and platform settings through Data Query, requiring specific platform roles for access.
In Zuora Billing, Payments, Finance, and Platform, you can use Data Query to retrieve Audit Trail records for tracking user login histories, user management settings, product setting changes, and business object changes.
To access Audit Trail records, you must have one of the following Platform Roles :
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Administrator
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A custom role that has the Audit Trail Access permission
For more detailed information, see
See the following articles for more information about the supported capabilities and how to compose queries and retrieve audit data in Data Query:
Zuora Audit Trail starts tracking and logging audit information when the feature is activated in your tenant. Historical audit information before Audit Trail was activated does not exist.
Financial transaction histories
As a financial system of record, Zuora’s object model ensures that historical data remains intact and auditable. You can track the changes on the key business objects via audit trail, the full list of supported business objects can be found in the Scope of Audit Trail topic.
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Account - Audit trail is available for Account, Contact objects.
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Orders - Audit trail is available for Order and Order Action objects, all the order actions are supported: create subscription, add product, remove product, update product, change plan, suspend, resume, update terms and conditions, renew, owner transfer, cancel.
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Subscription - Audit trail is available for Subscription, Rate Plan, Rate Plan Charge objects, please note that for versioned subscriptions, one subscription has multiple records. In addition Zuora also provide the change history details.
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Versioned subscription change histories: As a change is made to a subscription, a new version of the subscription is created. The corresponding order action or amendment of each subscription version indicates the change made to the subscription. You can view subscription change histories in one of the following ways:
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On the subscription detail page. See View Versioned Subscription Change History for more information.
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Query the SubscriptionStatusHistory object in Data Query or Data Source Exports. See Query data through Subscription Status History data source for more information.
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Order Line Item - Audit trail is available for: Order Line Item, Fulfillment, FulfillmentItem objects.
Flexible Commitment - Audit trail is available for: Commitment, Commitment Schedule, Commitment Period objects.
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Billing document histories: Besides the audit trail of the following business objects: Invoice, Credit Memo, Debit Memo, you can query the InvoiceHistory or MemoHistory object in Data Query to view billing document histories. Additionally, when credit memos or payments are applied to an invoice or debit memo, the following Invoice Settlement objects track the balance changes at both the header and item level. Designed with an immutable model, these objects monitor the changes in unapplied credit and payment amounts, and preserve a complete history of every settlement transaction. You can query these objects in Data Query, Data Source Exports, or Reporting.
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InvoiceHistory : Tracks changes made to invoices, such as creation, posting, cancellation, deletion, edit, email activities, PDF generation, reversal, and more.
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MemoHistory : Tracks changes made to credit and debit memos, such as creation, posting, cancellation, deletion, edit, as well as special actions for credit memos, such as applied, unapplied, and refund.
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CreditMemoApplication
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CreditMemoApplicationItem
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PaymentApplication
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RefundApplication
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