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Audit Log

Xenett automatically tracks all activities and changes across your practice for transparency and accountability.

Updated over a week ago

What is Audit Log?

Audit Log helps you answer "Who changed this?" and "When did this happen?" across your entire practice. It automatically records changes made in Xenett so you always have a clear history of all activities.

Types of Audit Logs

Xenett provides four different types of audit logs:

  1. Project Activity Log - See who changed project dates, status, or managers

  2. Task Activity Log - Track task, assignee, files, and custom fields updates

  3. Transaction Audit Log - Identify which team member edited or deleted transactions

  4. Delete Log - Review what was deleted and by whom


Project Activity Logs

Tracks all changes made to your projects with username and timestamp.

How to Access

Go to any project > Click on 3dot > Activity Feed


What Gets Logged

Project Changes

  • Start date changes

  • Due date changes

  • Status updates

  • Manager assignments

  • Project creation (including when created by recurrence bot)

Permissions

Visible to anyone who has access to that project.


Task Activity Logs

Tracks all changes made to your tasks with username and timestamp.

How to Access

Go to any task > Click on 3dot > Logs

What Gets Logged

  • Task creation and updates

  • Checklist changes (added, checked, unchecked, updated)

  • File uploads and deletions

  • Tag additions and removals

  • Priority changes

  • Due date changes

  • Assignee changes

  • Task conversions (task to subtask, subtask to task, linking to review point)

  • Status changes

  • Custom field changes (currency, URLs, dropdowns, checkboxes, numbers, dates)

  • Task movements (moved to new parent or different section)

Permissions

Visible to anyone who has access to that task.


Transaction Audit Logs

Tracks WHO from your team updated or deleted a transaction and WHEN it happened.

How to Access

Go to Reports > Transaction Audit Log

What Gets Logged

The Transaction Audit Log shows which team member updated or deleted a transaction and when.

To see what was actually changed in the transaction (account, amount, etc.), click the eye icon to view your accounting software's detailed audit log.

Permissions

  • Admins and Super users can view all logs

  • Staff members can only view their own logs

Shows the last 3 months of changes.


Delete Logs

Records whenever items are permanently deleted from Xenett.

How to Access

Go to Insights > Delete Logs

What Gets Logged

When any of these items are deleted, a record is created:

  • Client

  • Project

  • Section

  • Task

  • Question

  • Comment

  • Template

  • Template task

Each deletion shows the location context. For example, a deleted task shows:
Acme Corp - Tax Return 2024 - Review Section

Filtering

You can filter the Delete Log by:

  • Date

  • User

  • Type (e.g., Client, Project, Task, Template, etc.)

  • Client Name

Permissions

  • Admins and Super users can view all logs

  • Staff members can only view their own logs

Delete logs are automatically removed after 45 days.

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