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Features · Workspace

Who changed what, and when.

The audit log records important changes in a CA firm workspace. Administrators see everything. Juniors see entries for their assigned clients.

For CA firms

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What it does

The log is for CA firm workspaces. It records clients being added, changed, or removed, portal sign-ins and presence, ledger, group, and voucher-type changes, and Tally sync events.

It is a record of those events. It is not a substitute for the review you do on each row.

An audit timeline of posting, ledger, portal, and role events.
Included

What it includes

A record of client, portal, ledger, and Tally events.

  • Client records added, changed, or removed
  • Portal sign-ins and presence
  • Ledger, group, and voucher-type changes
  • Tally sync events
  • Juniors limited to their assigned clients
  • Administrators see the full log
How it works

Three steps

The short version of how a team uses it.

  1. 1

    Work as usual

    Adding a client, a portal sign-in, a ledger change, or a Tally sync writes an entry.

  2. 2

    Open the log

    Administrators see every entry. Juniors see the clients they are assigned.

  3. 3

    Trace one change

    Use the entry to see who did it and when, then open the related screen if you need to act.

FAQ

Common questions

Straight answers about this part of AutoBooks.

Related features

Practice workspaceRun many clients from one firm workspace.Team and role managementControl who can manage the workspace and who can only do the work.Tally syncSend reviewed vouchers into Tally, and pull masters back.
Get started

Try Audit log

Create a workspace and try this with your own files. Every new workspace includes a 7-day free trial.

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