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Creating an audit trail for your most important and secure information
is a good idea, especially if you have multiple employees creating invoices,
giving discounts, and recording credit card transactions. Audit trail logs
are a good thing to keep and are related to ensuring that your company is PCI compliant.

Audit Trail Options #

• Appointment Logging – Tracks information related to appointments
  that are created, modified, and deleted.

• Client Logging – Records
  information related to client records that are created, modified,
  and deleted.

• Invoice Logging – Keeps track of information related
  to invoices that are created, modified, deleted, unlocked, and have
  a credit balance transferred.

• Payment Logging – Tracks information related to payments
  that are created, modified, deleted, unlocked, applied, and unapplied.
  Note:
  This information is important for your PCI compliance.

• Session Logging – Tracks information related to sessions
  that are created, modified, and deleted.

• User Authentication
  Logging – Records information related
  to users logging in, changing passwords, and overriding security.
  Note:
  This information is important for your PCI compliance.

• Invoice Discount
  Logging -Tracks information
  related to any invoice discounts given to your clients. If you would
  like to also require the user to enter a discount reason at the time
  they are giving a discount, check the Prompt
  for Discount Reason check-box.

• Clear Old Audit
  Trail Logs – Select this option when you want to clear out
  your audit trail logs. Make sure you keep an archive of old audit
  logs before you clear them, as they will not be saved
  once cleared. See Audit
  Trail Logs topic in the “Users and Security” section for more information about viewing and exporting your logs.

Audit Trail Log Report #

Once you enable logging, you can view the log reports by going to Utilities > Audit Trail Logs.
Select the date range that you would like to view. Export these logs to
Excel and store them in a secure location before you clear out any old
logs. See also: Audit Trail Logs