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Activity Logs & Audit Trail

Track team actions and changes

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
Accessing Activity Logs

Activity logs are only available to Owners and Admins.

  1. Click Team in the sidebar
  2. Select Audit
  3. View the complete activity timeline
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

Quick Actions