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.

Viewing the Activity Log

Firm Administrators can access the ledger by navigating to the Activity Log (or Audit) page from the main menu.

The log captures:

• Who: The name and email of the user who performed the action.
• What: The specific action taken (e.g., “Approved VAT Draft”, “Deleted Client”).
• When: The exact timestamp of the action.
• Where: The client profile or module affected by the action.

You can use the search bar to filter the logs by a specific team member’s name, a specific client, or a specific date range.

Exporting Logs

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

1. Navigate to the Activity Log page.
2. Click the Export to CSV button.
3. A spreadsheet containing your firm’s complete historical activity will be downloaded to your computer.

Note: For security reasons, the Audit Log is completely immutable. Records cannot be edited or deleted by anyone, including Complyax support staff.