Audit trails
Track every action in your company — from record creation to status changes — for compliance and accountability
Audit trails
Track every action in your company — from record creation to status changes — for compliance and accountability.
Table of contents
- What gets tracked
- Settings audit log
- Activity page
- Per-record activity
- Log types
- Retention
- Related articles
What gets tracked
Every user action is recorded with five pieces of information:
| Data point | Description |
|---|---|
| Who | Email address of the user who performed the action |
| What | Action type (e.g., created, updated, deleted, status changed) |
| When | Timestamp of the action |
| Which record | Entity type and record ID (e.g., Invoice INV-2025-042) |
| Details | Metadata such as amounts, old and new status values, or changed fields |
Settings audit log
For a focused view of user actions with date filtering:
- Go to Settings > Audit Log.
- Filter by user and action type using the dropdowns.
- Select a date range to narrow results.
- Click any entry to view full details.
The settings audit log is best for compliance reviews where you need to examine actions by a specific user or within a specific time period.
Activity page
For a full-featured company-wide activity feed with entity type filtering and direct links to affected records, use the Activity log page.
The activity page lets you filter by entity type (invoices, bills, employees, challans, and more) and click any entry to jump straight to the record.
Per-record activity
Individual detail pages — including invoices, bills, employees, loans, and challans — show an activity timeline scoped to that specific record. This gives you a focused audit trail for any single record without navigating away from it.
Log types
The following action categories are tracked across the platform:
| Category | Actions |
|---|---|
| Authentication | Login, logout |
| Records | Create, edit, delete, view |
| Status | Status changes (e.g., draft → sent, active → inactive) |
| Payments | Payment recorded, payment deleted, marked as paid |
| Documents | Document uploaded, linked to record, receipt extracted |
| Communication | Invoice sent, reminder sent, note added |
| TDS | Challan linked, unlinked, cancelled, updated |
| Team | Member invited, removed, suspended, reactivated, role changed |
Retention
| Plan | Retention period |
|---|---|
| Standard | 1 year |
| Compliance | 3 years |
| Enterprise | Custom retention period |
Logs older than your retention period are automatically archived. Contact support if you need access to archived logs.
Related articles
- Activity log — Company-wide activity feed with entity type filtering and direct record links
- User roles — Configure roles and what each role can access
- Permissions — Manage custom permissions for team members