The Audit Logs system records changes to financial records, invoicing details, and system settings. Reviewing logs allows you to track modifications and ensure billing security.
Step-by-Step Walkthrough
Open Administrative History Settings
From the administration sidebar, navigate to Settings and click on Audit Logs (or go directly to /history).
Configure Audit Search Filters
Set date filters, select specific user accounts, or select target record types.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Target Record Type | Required | Filter by: Invoices, Payments, Quotes, Settings. |
| User Account | Optional | Filter changes made by a specific employee. |
Review History Results
Click Search Logs. The screen displays a timeline of modifications, showing timestamps, usernames, IP addresses, and actions.
Compare Before and After Values
Click an entry to inspect changes. The popup displays before and after snapshots of changed values.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Modified Field | Optional | The database field changed (e.g. TotalPrice, TaxRate). |
| Before Value | Optional | Value prior to modification. |
| After Value | Optional | Updated value. |
Export Audit Reports
For accounting reviews, click the export icon to download the filtered log history as a spreadsheet.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Audit Log Retention: System logs are stored for a minimum of 7 years and cannot be deleted.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.