Audit Logs

Complyax maintains a strict, immutable ledger of all actions taken within your firm. This provides complete accountability and is crucial for professional indemnity compliance.

Audit Logs are accessible to Admin and Accountant roles. Users logged in as Client Contacts are restricted. Only Admin users can export logs as CSV files.

Viewing the Activity Trail

Access the ledger by navigating to Audit Log (or Audit) from the left navigation menu.

The log captures:

Time — The exact timestamp of the action.
User — The name and email of the staff member who performed the action.
Action — The specific action taken (e.g. Approved VAT Draft, Deleted Client).
Client — The client profile affected by the action.
Module — The workspace module (e.g. VAT, Enquiries) where the action occurred.
IP Address — The IP address of the user who performed the action.

Exporting Logs (Admin Only)

If you are undergoing a compliance review or need to backup your records:

Navigate to the Audit Log page.
Click the Export CSV button in the top-right corner.
A CSV spreadsheet named complyax-audit-log.csv containing your firm’s complete historical activity will download.

Compliance and Immutability

For security and regulatory reasons, the Audit Log is completely immutable. Records cannot be edited, deleted, or cleared by anyone, including firm administrators or Complyax support staff. This ensures a tamper-proof trail for compliance checks.

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