Team & Security
Audit trail
Review billing activity, filter by entity, and open event details with the actor.
Where it lives
Open Settings → Audit trail. It records billing activity such as customers created, documents issued, payments received, and refunds.
Read the log
Each row shows when, the event (in plain language), the entity (with document number where relevant), a summary, and the actor (resolved to a member name/email where possible; automation shows as System).
Filter and page
- Filter by entity type (invoice, quotation, credit/debit note, payment, party, and more).
- Toggle Include system / technical events to also see derived events (journals, GST ingest, inventory). These are hidden by default.
- Page through with Previous / Next.
Event details
Click a row to open a details panel with the full event, including a collapsible technical details view of the raw payload — useful for support.