Review Activity & Audit Logs

Open Management Accounts > Review > Activity & Audit Logs.

Check the company at the top of the workspace.

• Only companies you can access are available.
• Changing company loads its separate recorded history.

The initial business and period filters follow your workspace selection.

Choose All businesses and All periods, or Clear filters, to include older events and company-wide actions without that context.

Search for an event.

Enter a word or phrase in Search history.

Narrow the results with the dropdowns.

• Action lists recorded action types.
• Register lists available registers and retained register history.
• Choose All actions or All registers to remove a restriction.

• Use User to search by name or email.
• Choose a labelled company administrator, a recorded super administrator, or a historical actor.
• Historical actors without current access remain available for reviewing past activity.
• Ordinary members without recorded Management Accounts activity are excluded.
• Select All users to remove the filter.

Apply your filters.

• Choose dates, business, period or outcome as needed, then select Apply filters.
• Dates and times use UTC.

Move between results pages.

• Select Page 2 for the next 50 matching events.
• Use Page 1 or the preceding page button to go back.
• Each page replaces the displayed results.

• Applying filters, clearing filters, or refreshing returns to Page 1.
• Clear filters restores the company-wide view.
• Export filtered logs still includes every matching page.

Review the actor, timestamp, company, business, period, and register on each event.

Recorded history can include transaction and master-data changes, uploads, validation, posting, reposting, closing, reopening, and output generation.

• New register saves record each saved transaction separately, including its register, reference and available before/after accounting fields.
• Older events may contain only the number of rows saved; their missing details cannot be reconstructed.

Open View recorded details.

• The button turns blue and opens a panel containing previous and new values, where recorded.
• Select Hide recorded details to close the panel.

• Credentials and raw technical error details are withheld.
• Some older events have no displayable values.

Use Open related workspace to review available records.

• Deleted records have no link.
• A link may open the related workspace when an exact record link is unavailable.

Set the filters you need and select Apply filters.

Then choose Export filtered logs.

• The Excel workbook includes every matching event, including older pages you have not loaded on screen.
• Apply any changed filters before exporting.

Open the Activity sheet.

• Review events, UTC timestamps, users and actions.
• Each row also shows the company, business, accounting period, register and outcome.
• The explanation summarises the recorded action, document reference and available status or field changes.
• It does not guess missing reasons or claim the record still has that status.
• Outcomes are colour-coded.

Open the Changes sheet.

• Changed fields appear first with their recorded previous and new values.
• Unchanged context and one-sided recorded details are labelled separately.
• Match the event reference to the Activity sheet.
• New register saves capture accounts, amounts, payee, classification, dates, tax fields and narration.
• Older count-only events cannot show edits that were never recorded; their Change detail row explains this limitation.
• Events without exportable field values still have a row labelled No before/after values available.
• Missing values are labelled Not recorded.

• Both sheets have filters, frozen headers and wrapped text.
• Status values use readable labels.

Wait for the export to finish, or select Cancel export.

• A failed or cancelled export does not download a partial file.
• Changing the applied filters or leaving this view cancels an in-progress export.

Export uses the same access controls and sanitized details as the activity page.

• Credentials and sensitive technical details remain excluded.
• The self-guided demo simulates export using fictional events without downloading a file or changing records.

Succeeded means the recorded result explicitly confirms success.

Completed means a completed action was recorded; it does not establish the record's current status.

Failed means a failure was recorded.

Open the related workspace to review available validation or processing details.

Not recorded means the event has no separate success or failure result.

• The page displays existing audit events only.
• It does not reconstruct missing events or claim that every historic attempt was logged.

Voids and reversals show their specific recorded event.

• An unambiguous immediate legacy removal-request duplicate is omitted from the activity view, while both original audit records remain stored.
• Unmatched legacy requests remain visible without claiming that a row was deleted.

Audit history cannot be edited or deleted from this page.

Use the normal workspace workflow and its confirmations for any authorized correction.