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An audit log is a comprehensive historical account of all events that are relevant for a particular entity. In this case, events include general, system, setting, license, user/login, contact, matter, trust accounting and reports.

To search for an audit, select the tools and settings icon (grey cog) from the top menu bar. 

Then select audit logs which will take you to the search screen. 

The parameters allow you to indicate the period in which you want an audit log to cover. Simply click dated between and type in the start and end date you wish to search.

You also have the option of clicking on the blank boxes which will bring up a calendar to aid in entering in the period.

Then tick the boxes next to the events you want audit log information. If you want an audit log based on all events, simply click all events. 

You can also select all parameters within a section. For example to create an audit log showing all transactions/editing involving invoicing select the All Invoicing button (which is the at the end of the invoicing list).  

Another useful filter is users. All registered users are listed at the bottom of the page.

By searching a particular user with all events selected you are provided with a results page with detailed information including timestamp, event, who and a summary of the work conducted.

This feature is a convenient way to review what each staff member has entered, and thus ensures greater accountability.

To complete any search, click the green search button on the bottom of the page. 

 

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