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Kuberan AI Help

Audit Log

Open Audit Log

Overview

The Audit Log provides a complete, chronological record of every action performed on the client’s accounting file. Every user action — creating or editing a transaction, closing a period, sending an invoice, logging into the client file, exporting data — is recorded with a timestamp, the user responsible, the type of action, and the entity affected. The log is append-only and cannot be edited or deleted by any user, including workspace owners. It is the primary tool for practice oversight, client dispute resolution, and compliance with CPA professional standards around file documentation.

Audit Log showing date/time, user, action type, entity description, and IP address columns with filter controls
The Audit Log with filter controls, action type badges, and entity links.
  1. (1) Date/Time column — precise timestamp of the logged action
  2. (2) User column — team member or system process that performed the action
  3. (3) Action Type badge — Created, Edited, Deleted, Exported, Sent, Filed, Closed
  4. (4) Entity column — the affected record with a link to view it
  5. (5) Export Audit Log button — download the full log as CSV

Screen Layout

Filter bar (top): Date range, User filter, Action Type filter, Entity Type filter, and Search field.

Audit log table (centre): Each row is one logged event. Columns: Date/Time, User, Action Type, Entity Type, Entity Description, IP Address, and Detail. The newest events appear at the top.

Export button (top right): Downloads the filtered or full audit log as CSV.

UI Elements

Filter Bar

Date Range

Start and end date/time pickers for filtering log entries. Defaults to the last 30 days. Use All Time to see the complete history since the client file was created.

User Filter

Multi-select dropdown listing all workspace members who have taken any action on this client file. Select one or more to filter by user.

Action Type Filter

Multi-select dropdown. Options: Created, Edited, Deleted, Exported, Sent, Viewed, Filed, Paid, Closed, Reopened, Logged In, AI Action. Multiple types can be selected simultaneously.

Entity Type Filter

Filter by the type of record affected. Options: Transaction, Invoice, Bill, Journal Entry, Customer, Vendor, Account, Period, Document, Payment, Settings, Report, Tax Return.

Search

Full-text search across the entity description field. Useful for finding all events related to a specific invoice number, transaction amount, or vendor name.

Table Columns

Date / Time

The precise UTC timestamp of the event, displayed in the workspace’s local timezone. Formatted as YYYY-MM-DD HH:MM:SS.

User

The display name of the team member who performed the action. System-generated events (e.g., Plaid sync, AI document processing, recurring invoice auto-send) show as “System” with the process name.

Action Type

A colour-coded badge indicating the category of action:

  • Created (green) — A new record was added
  • Edited (blue) — An existing record was modified
  • Deleted (red) — A record was permanently removed
  • Exported (purple) — Data was downloaded or exported
  • Sent (teal) — An invoice, estimate, or reminder was emailed
  • Filed (indigo) — A GST/HST return was marked as filed
  • Closed (grey) — An accounting period was closed
  • Reopened (amber) — A closed period was reopened
  • AI Action (orange) — An action performed or proposed by the AI Agent

Entity Type

The category of the affected record (e.g., Invoice, Bill, Journal Entry, Period, Account).

Entity Description

A human-readable description of the affected record, such as “Invoice INV-0042 — Acme Corp — $3,450.00” or “Account: Office Supplies (Expense)”. Clicking the description navigates to the current state of that record (if it still exists).

IP Address

The IP address from which the action was performed. Useful for detecting unexpected access from unfamiliar locations. System actions show the server IP.

Detail

A View Detail link available on Edited events. Opens a diff view showing the field-level changes: which fields were modified, the value before the change, and the value after.

Actions

Filter the Audit Log

  1. Use the Date Range pickers to set the time window of interest.
  2. Select one or more Users to narrow to a specific team member’s activity.
  3. Select one or more Action Types (e.g., Deleted and Edited) to focus on modifications.
  4. Select an Entity Type if you are interested in a specific record category (e.g., all actions on Invoices).
  5. Use the Search field to find events related to a specific record by name or number.
  6. Active filters are shown as chips below the filter bar. Click the × on any chip to remove that filter.

View the Detail of an Edited Event

  1. Locate an Edited event in the log.
  2. Click View Detail in the Detail column.
  3. The diff view opens showing each changed field as a row: field name, prior value (struck through in red), and new value (in green).
  4. This view is read-only and cannot be closed by any user.

Export the Audit Log

  1. Apply any filters to narrow the export to the desired date range, user, or action types.
  2. Click Export Audit Log in the top-right of the screen.
  3. A CSV file is generated and downloaded immediately. The file includes all columns shown in the table plus the full entity ID for programmatic reference.
  4. The export action itself is recorded in the audit log (Action Type: Exported, Entity Type: Audit Log).

Retention and Access

Audit log entries are retained indefinitely for the lifetime of the client file. Entries cannot be deleted, modified, or hidden by any user role — including workspace owners and billing administrators. Access to the Audit Log screen requires the View Audit Log permission, which is granted to CPAs and practice managers by default.

  • Periods — Period close and reopen events are logged here
  • Journal Entries — All manual journal entry creates, edits, and deletes are logged
  • Documents — Document uploads and AI extraction events are logged
  • Tax Centre — Return generation, filing, and payment events are logged