Help · Administration
Activity log in SwiftlyBooks
Who did what in your books, and when: every document, payment, setting and sign-in.
Find something
- Type a person's name, a document's number or any word in the search.
- Press Filters to narrow it by Action, Person, or the days From and To.
- Press Clear to see everything again.
What it keeps
- Each entry says who did what, to what, and when, with the internet address it came from.
- It keeps documents drafted, approved and voided, payments, months closed and opened again, settings changed, and each sign-in.
- Each document also has its own history, under Activity on the document.
Good to know
- Nothing in the log is ever changed or deleted.
- Downloading a full copy of your data is recorded here too.
Related
The same help is in the app: press the ? at the top of any page.