Activity log

The activity log is your company's audit trail: a history of what happened in the workspace, newest first. Use it to find out who issued or changed an invoice, when a client logged in to the portal, or who downloaded a report.

You need the activity.view permission. By default only Owner and Admin have it.

Choose a subject to see the history of one kind of record, here documents.

Business events narrows the list to things like issued, sent and paid documents.

Type a name in Person to see what one team member did.

Each active filter shows as a chip. Entries can never be edited or deleted.

Next

Done

That is everything. You can replay it any time.

Start over

1. Choose a subject to see the history of one kind of record, here documents.

2. Business events narrows the list to things like issued, sent and paid documents.

3. Type a name in Person to see what one team member did.

4. Each active filter shows as a chip. Entries can never be edited or deleted.

1. Step 1: Choose a subject to see the history of one kind of record, here documents.
2. Step 2: Business events narrows the list to things like issued, sent and paid documents.
3. Step 3: Type a name in Person to see what one team member did.
4. Step 4: Each active filter shows as a chip. Entries can never be edited or deleted.

Open the log#

Click Activity in the sidebar. Each entry shows:

On a phone, the log shows a compact list with the person, the event and the time.

Filter the log#

1. Type a name in the Person search to see one person's actions.
2. Choose a Subject to see one kind of record: Document, Client, Item, Expense, Recurring expense, Company, Team member, Numbering series, Subscription, Custom domain, Report run or Report schedule.
3. Choose a Type:
   • Record changes: records created, updated, deleted or restored.
   • Business events: document events (issued, sent, cancelled, payments, conversions, e-Faktura) and report events.
   • Access: client portal logins and offers accepted in the portal.
   • Administrative: custom domain verification.
4. Set From and To to limit the dates.
5. Change how many entries you see per page (15, 25 or 50).

Each active filter shows as a chip above the list; click its x to remove it. When nothing matches, use Reset to clear all filters.

What is recorded#

• Changes to records: documents, clients, items, expenses, numbering series, team members and company settings.
• Document events: issued, sent to the client, cancelled, payment recorded, converted, and e-Faktura submissions and answers.
• Reports: generated, failed, opened and downloaded (also when a recipient opens an emailed link without signing in), and schedules paused after repeated failures.
• Client portal: logins and accepted offers.
• Contracts: created, sent, signed, declined, voided and sealed.
• Custom domain verification, sandbox resets, and Bilify support signing in as a user of your workspace (start and end).

Availability#

The activity log is included in every package. Accountants and Employees do not see it unless you give their role the activity.view permission; see Roles and permissions.