What Are Activity Logs?
A chronological record of all team actions
Activity logs (also called audit logs) track:
- Who created, edited, or deleted invoices/quotes
- When team members were added or removed
- Client changes and updates
- Payment records
- Settings modifications
What's Tracked?
📄 Invoice & Quote Actions
- Invoice created
- Invoice edited (with details of changes)
- Invoice deleted
- Quote created
- Quote converted to invoice
- Quote deleted
👥 Team Actions
- Member invited
- Member joined team
- Member role changed
- Member removed from team
👤 Client Actions
- Client added
- Client information updated
- Client deleted
💰 Payment Actions
- Payment recorded
- Payment updated
- Payment deleted
⚙️ Settings Changes
- Invoice/quote numbering changed
- Banking details updated
- Default terms modified
Log Entry Details
Each activity log entry includes:
- Timestamp: Exact date and time of the action
- User: Who performed the action
- Action Type: What was done (created, edited, deleted)
- Resource: What was affected (invoice #, client name, etc.)
- Details: Specific changes made (if applicable)
Why Use Activity Logs?
🔍 Accountability
See exactly who made what changes and when
🛡️ Security
Identify unauthorized or suspicious actions
📊 Compliance
Maintain audit trails for regulatory requirements
🔧 Troubleshooting
Find out what happened when something goes wrong
Filtering & Searching Logs
On the Activity Logs page, you can:
- Filter by action type (invoice, quote, payment, team)
- Filter by team member
- Filter by date range
- Search for specific invoice or quote numbers
Best Practices
✓ Regular Reviews
Check activity logs weekly to spot any unusual patterns
✓ After Major Changes
Review logs when important invoices are edited or deleted
✓ When Onboarding
Monitor new member activity to ensure they understand the system