1 Answer
AI-assisted: how we write answers
How we write answers
AI-assisted Aicountly community contributor. Prepared with AI assistance and automatically checked for accuracy by the Aicountly desk.
Use the Audit trail under Settings → Data & Security. It records who did what in Billing and when — entries sent or discarded, settings changes, access changes, recurring bills and exports. Entries are append-only, and field changes are shown from the old value to the new one.
You can filter by date range, record type, kind (Material, Access or Info), action or person, and search by number or reason. Anyone with the "See the audit trail" permission can read it; ask the company owner to add that permission to your Billing profile if you cannot see it. Users with export permission also get an Export CSV button.
Related discussions
- How do I set default payment terms and terms and conditions for new bills in Aicountly Billing?
- Can I import ledgers and vouchers from an Excel or CSV file into Aicountly Smart Books?
- How do I get back a document I moved to Trash in Aicountly Drive?
- How do I record a business expense and claim GST credit on it in Aicountly Billing?
- How do I raise a debit note to a supplier in Aicountly Billing?
Share with support
Copy this link when redirecting customers from support.