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Version: 1.0.0

Company history

Company Settings > History is the audit trail of the company. Every entry names what happened, when, and which user did it.

Company Settings History tab

What it records​

Changes, and also views. Entries you will see include:

  • the company being updated, and by whom;
  • the company information being viewed;
  • the user list being viewed;
  • a user being added to or removed from the company;
  • a user's permissions being changed;
  • sub-company creation.

Recording reads as well as writes is deliberate: for a question like "who looked at our company data last week", a log of changes alone would answer nothing.

The list is filtered by a date range and paginated, so the absence of an entry on the first page is not evidence that it never happened — widen the range first.

What it is good for​

Explaining an unexpected change. When a setting is not what you left it as, the history names the user and the minute. That is usually the end of the investigation.

Reviewing access after someone leaves. Removing a user does not remove their entries; what they did stays attributable, which is the point of an audit trail.

Answering an auditor. For company-level data, this is the evidence that changes are attributable to named users.

What it does not contain​

It is a company log, not an invoice log. Invoice events — sent, received, notes, status changes — live on the invoice itself. Login events appear in the dashboard's own history overview rather than here.

Entries cannot be edited or deleted from the interface, by design.