Using the Audit Log Page

Accessing the Audit Log

Go to Company Settings → Audit Log

Please note: this page requires the Manage Delegates permission.

What the Audit Log Records

Session & Security Events

These events track how users access the system and manage their credentials.

Event	Description
Log In	Successful user login
Log Out	User explicitly logged out
Session Timeout	Session expired due to inactivity
Password Set	Password was set for the first time for a new user
Password Changed	User changed their own password
Password Reset	Password was reset via the Forgot Password flow
Two-Factor Auth Enabled	A user enabled 2FA on their account
Two-Factor Auth Disabled	A user disabled 2FA on their account
Login Attempts Reset	A locked account’s login attempt counter was reset by an admin

Workflow & Banking Events

These events capture changes to the financial and procedural structure of the account.

Event	Description
Workflow Rule Created	A new approval workflow rule was added
Workflow Rule Updated	An existing workflow rule was modified
Bank Account Added	A new company bank account was added
Bank Account Updated	An existing company bank account was modified
PGP/RSA Key Actions	Adding, removing, or transmitting encryption keys to the bank
FTP Setup Actions	Saving or removing SFTP connection settings
Positive Pay Config	Configuration and generation of Positive Pay settings and keys
Vendor Bank Added/Changed	Changes to vendor bank records and user acknowledgments of those changes

Roles & User Management

These events track modifications to user access and organizational hierarchies.

Event	Description
Role Created/Updated/Deleted	Changes to role definitions and permissions
User Added/Deactivated	Changes to user account status
User Role Assigned	A role was added to or removed from a user
Location/Dimension Changes	Assigning or removing location and dimension filters for users

Filtering the Log

Administrators can narrow the Audit Log results using several filter controls:

User: Filter by selecting a specific user name from the dropdown.
Date Range: Use "From Date" and "To Date" to restrict results to a specific timeframe.
Event Type: Filter results by a specific event category.

Common Use Cases

The Audit Log is designed to support various organizational needs:

Security Review: Check login activity for specific users or time periods.
Offboarding: Verify a departing employee's last login and confirm account deactivation.
Compliance: Demonstrate that role and workflow changes are attributable to specific administrators.
Banking Verification: Confirm when vendor bank accounts were modified or acknowledged before a payment run.

Important Note: Invoice/Payment-Level Actions

The Audit Log does NOT track invoice or payment-level actions such as approvals, edits, or voids. These specific actions are recorded in the History tab of the individual document. For a full history of actions related to a specific invoice or payment, please open the record directly.