Audit Log

The Audit Log is available to Account Owners, Full-Access Advisors, and Admin users.

Do you need to track down who refunded that client, verify when a client last logged in, run a report on how many invoices were sent last quarter or see is a document was voided?

The audit log provides a "paper trail" of key actions performed in AdvicePay by users connected to your account, making it simple to follow (and report on!) the internal activities that matter to your firm. 

Both you and your Admin users can view the log by going to  Audit Log from the menu at the top right of your screen:

By default we will display all advisor, user, and client activity in chronological order, with the most recent actions displayed first.  AdvicePay uses UTC time (Coordinated Universal Time) as its time basis.

Actions included for tracking:

Advisor and User Activity

  • Invoices
    • Created
    • Edited 
    • Deleted
    • Marked as Paid
    • Refunded 
  • Subscriptions
    • Created
    • Edited (Inactive)
    • Edited (Active)
    • Canceled
    • Paused
    • Resumed
    • Fee Change Proposed
    • Fee Change Canceled
    • Fee Change Declined
    • Fee Change Applied
    • Fee Escalation Applied
  • Agreements
    • Agreements Created
    • Agreements Voided
    • Agreements Deleted
    • Agreements Signer Updated
    • Agreement Draft Finalized
  • CRUD
    • Client Assigned Advisor
    • Created Client
    • Edited Client
    • Deleted Client
    • Added Analyst/Admin User
    • Deleted Analyst/Admin User
    • Created Advisor
    • Edited Advisor
    • Deleted Advisor
  • Settings
    • Added Custom Invoice Disclosure
    • Edited Custom Invoice Disclosure
    • Added Custom Email Disclosure
    • Edited Custom Email Disclosure
    • Added Logo
    • Deleted Logo
    • Changed Invoice Date Range
    • Edited Invoice Date Range
    • Edited Email Notifications (includes Client activity and changes to notification frequencies)
  • Profile
    • Edited Name
    • Edited Email Address
    • Edited Firm Name
  • Wallet
    • Added Bank Account
    • Edited Bank Account
    • Deleted Bank Account
  • Log in/out
    • Logged In
    • Logged Out

Client Activity

  • CRUD
    • Client Created Account (additional login user for their account)
  • Payments
    • Viewed Invoice (the client viewed the invoice by entering the payment request workflow)
    • Opened Invoice (the client viewed the PDF version of the invoice)
    • Viewed Document
    • Made Payment
    • Dispute Opened
    • Dispute Closed
    • Subscription Canceled By Client
  • Profile
    • Edited Name
    • Edited Email Address
  • Log in/out
    • Logged In
    • Logged Out

Filtering Data

Find the information relevant to you by using filters! Just click on the Filters button to select the action(s) you want displayed. 

Next, select from the All Users drop down if you want to limit your filter options and results to a certain user type. (Optional)

Selecting Advisors Only will exclude any actions made by Admin users on your account. Selecting Clients Only will exclude any actions made by now-deleted clients.

And/or, select from the All Time drop down if you want to limit your results to a set time period. (Optional)

If desired, then select the specific action(s) you want to view. You can select multiple actions under more than one category!

When finished, click the Apply Filters button to view the filtered data. Click Reset Filters to return to viewing all actions.

Exporting the Log

For an Excel report of your Audit Log, click the Export Log button at the top of the page.

All information on the main page of the Audit log is also shown on the Export Log:

Note: If you have filters applied, your exported file will only include the filtered data. 👍

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