Reviewing activity logs

Settings → Activity Logs is your company's audit trail. It records what each person, and each integration such as a Tally or Zoho Books sync, did in the company: what changed, when, and from where. Use it to check who edited an invoice, trace a deletion, or review activity before an audit.

Before you start

Only the Company Owner and Admins can see activity logs. You can also open them from your profile menu by choosing Activity Logs.

Find an activity

Go to Settings → Activity Logs.
Pick a date range with the date filter at the top left.
Type in Search activity, user, client... to search.
To narrow it further, use the filter on a column header: Category, Status, Severity, Action, Module or Actor.

Each row shows the Activity, its ID, and the User and User Role behind it, along with Details and Location. Click a column header to sort by it.

These columns are easy to mix up:

Status — whether the action succeeded.
Severity — how much it matters. A permanent delete, for example, can be critical and successful at the same time.
Module — which part of SmartLedger or which integration wrote the entry, such as Smart Uploads or a Zoho Books sync.
Actor — what kind of caller it was: a person, or an automated service or system process. Use it to separate imports and syncs from edits made by hand.

See the full details

Click any row to open its details. You see:

Timestamp (IST), Actor, Actor type, Channel and User Role.
IP address, Location and Request ID.
A Summary and the Details of the action.
For edits, each changed Field with its Old and New value.

Export the log

Filter the log to what you need.
Click Export.
Choose Export All Rows to CSV or Export All Rows to XLSX.

Click the refresh icon next to Export to load the latest entries.

Tips

To check what happened to a deleted invoice or bill, search for its number, then look at the Deleted Items page to restore it. See Restoring deleted items.
Role changes and users being disabled or removed are logged too, so you can see who changed access and when.

Security at Its Core.